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Intrua Financial’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Intrua Financial’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
2024
Q3 		– Sell
-2,102
Closed -$200K – 401
2024
Q2 		$200K Hold
2,102
– – 0.03% 383
2024
Q1 		$208K Buy
+2,102
New +$196K 0.03% 395

Other funds holding JPME

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Intrua Financial's JPME Position: Q3 2024 in Review

Intrua Financial sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q3 2024, closing a stake of 2,102 shares — an estimated $200K sold.

Intrua Financial first reported a position in JPME in Q1 2024 and held it in 2 quarters. The position peaked at $208K in Q1 2024. 82 funds tracked by Wall St. Rank hold JPME as of Q3 2024.

  • Intrua Financial reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Intrua Financial sold 2,102 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2024, an estimated $200K.
  • Intrua Financial first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2024 and held it in 2 quarters.
  • Intrua Financial's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $208K in Q1 2024.
  • 82 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2024.

Based on Intrua Financial's 13F filing for Q3 2024, filed 28 May 2025.