IMG Wealth Management’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

IMG Wealth Management’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	$2.4K	Hold	21	–	–	﹤0.01%	430
2025 Q4	$2.28K	Hold	21	–	–	﹤0.01%	504
2025 Q3	$2.28K	Hold	21	–	–	﹤0.01%	436
2025 Q2	$2.18K	Hold	21	–	–	﹤0.01%	434
2025 Q1	$2.11K	Hold	21	–	–	﹤0.01%	262
2024 Q4	$2.15K	Buy	+21	New	+$2.23K	﹤0.01%	229

Other funds holding JPME

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

IMG Wealth Management's JPME Position: Q1 2026 in Review

IMG Wealth Management held its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) position steady in Q1 2026 at 21 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

IMG Wealth Management first reported a position in JPME in Q4 2024 and has held it in 6 quarters since. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

IMG Wealth Management held 21 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $2.4K as of Q1 2026.
IMG Wealth Management left its JPMorgan Diversified Return US Mid Cap Equity ETF share count unchanged in Q1 2026.
JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #430 holding.
IMG Wealth Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2024 and has held it in 6 quarters since.
110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.