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IFP Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

IFP Advisors’s Portfolio JPME Stock Details JPME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.1K Buy
324
+4
+1% +$460 ﹤0.01% 2417
2025
Q4 		$34.8K Sell
320
-22
-6% -$2.38K ﹤0.01% 2406
2025
Q3 		$37.1K Buy
342
+25
+8% +$2.66K ﹤0.01% 2237
2025
Q2 		$32.8K Buy
317
+2
+0.6% +$199 ﹤0.01% 2272
2025
Q1 		$31.7K Buy
315
+1
+0.3% +$103 ﹤0.01% 2089
2024
Q4 		$32.2K Buy
314
+2
+0.6% +$212 ﹤0.01% 2044
2024
Q3 		$32.8K Buy
312
+1
+0.3% +$100 ﹤0.01% 1915
2024
Q2 		$29.6K Buy
311
+2
+0.6% +$192 ﹤0.01% 1900
2024
Q1 		$30.6K Buy
309
+1
+0.3% +$93 ﹤0.01% 1779
2023
Q4 		$28.3K Sell
308
-1,375
-82% -$117K ﹤0.01% 1782
2023
Q3 		$141K Buy
1,683
+7
+0.4% +$616 0.01% 1122
2023
Q2 		$148K Buy
1,676
+19
+1% +$1.62K 0.01% 1159
2023
Q1 		$107K Buy
1,657
+23
+1% +$2K ﹤0.01% 1222
2022
Q4 		$107K Sell
1,634
-641
-28% -$53.6K ﹤0.01% 1711
2022
Q3 		$148K Buy
2,275
+153
+7% +$13K ﹤0.01% 1598
2022
Q2 		$137K Hold
2,122
– – ﹤0.01% 1493
2022
Q1 		$137K Buy
2,122
+2,017
+1,921% +$184K ﹤0.01% 1493
2021
Q4 		$10K Hold
105
– – ﹤0.01% 2226
2021
Q3 		$9K Hold
105
– – ﹤0.01% 2322
2021
Q2 		$9K Buy
+105
New +$9.14K ﹤0.01% 2254

Other funds holding JPME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

IFP Advisors's JPME Position: Q1 2026 in Review

IFP Advisors increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 1.3% in Q1 2026, buying an estimated $460 and bringing the position to 324 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2417.

IFP Advisors first reported a position in JPME in Q2 2021 and has held it in 20 quarters since. The position peaked at $148K in Q3 2022. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • IFP Advisors held 324 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $37.1K as of Q1 2026.
  • IFP Advisors bought 4 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $460.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2417 holding.
  • IFP Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • IFP Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $148K in Q3 2022.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.