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Integrity Advisory’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Integrity Advisory’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
2022
Q4 		– Sell
-4,190
Closed -$320K – 82
2022
Q3 		$320K Buy
+4,190
New +$356K 0.3% 56

Other funds holding JPME

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Integrity Advisory's JPME Position: Q4 2022 in Review

Integrity Advisory sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q4 2022, closing a stake of 4,190 shares — an estimated $320K sold.

Integrity Advisory first reported a position in JPME in Q3 2022 and held it in 1 quarter. The position peaked at $320K in Q3 2022. 60 funds tracked by Wall St. Rank hold JPME as of Q4 2022.

  • Integrity Advisory reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Integrity Advisory sold 4,190 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q4 2022, an estimated $320K.
  • Integrity Advisory first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2022 and held it in 1 quarter.
  • Integrity Advisory's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $320K in Q3 2022.
  • 60 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.