Investors Research Corp’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Investors Research Corp’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
2025 Q3	–	Sell	-36	Closed	-$3.73K	–	911
2025 Q2	$3.73K	Hold	36	–	–	﹤0.01%	791
2025 Q1	$3.62K	Hold	36	–	–	﹤0.01%	808
2024 Q4	$3.69K	Hold	36	–	–	﹤0.01%	799
2024 Q3	$3.78K	Hold	36	–	–	﹤0.01%	827
2024 Q2	$3.43K	Hold	36	–	–	﹤0.01%	889
2024 Q1	$3.57K	Hold	36	–	–	﹤0.01%	856
2023 Q4	$3.31K	Hold	36	–	–	﹤0.01%	889
2023 Q3	$3.01K	Hold	36	–	–	﹤0.01%	898
2023 Q2	$3.18K	Hold	36	–	–	﹤0.01%	913
2023 Q1	$3.09K	Hold	36	–	–	﹤0.01%	934
2022 Q4	$3.03K	Hold	36	–	–	﹤0.01%	950
2022 Q3	$3K	Hold	36	–	–	﹤0.01%	932
2022 Q2	$3K	Hold	36	–	–	﹤0.01%	932
2022 Q1	$3K	Hold	36	–	–	﹤0.01%	906
2021 Q4	$3K	Hold	36	–	–	﹤0.01%	887
2021 Q3	$3K	Hold	36	–	–	﹤0.01%	905
2021 Q2	$3K	Hold	36	–	–	﹤0.01%	885
2021 Q1	$3K	Hold	36	–	–	﹤0.01%	875
2020 Q4	$3K	Hold	36	–	–	﹤0.01%	968
2020 Q3	$2K	Hold	36	–	–	﹤0.01%	1001
2020 Q2	$2K	Hold	36	–	–	﹤0.01%	1008
2020 Q1	$2K	Hold	36	–	–	﹤0.01%	1017
2019 Q4	$3K	Hold	36	–	–	﹤0.01%	998
2019 Q3	$2K	Hold	36	–	–	﹤0.01%	1034
2019 Q2	$2K	Hold	36	–	–	﹤0.01%	976
2019 Q1	$2K	Buy	+36	New	+$2.27K	﹤0.01%	951

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

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

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Investors Research Corp's JPME Position: Q3 2025 in Review

Investors Research Corp sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q3 2025, closing a stake of 36 shares — an estimated $3.73K sold.

Investors Research Corp first reported a position in JPME in Q1 2019 and held it in 26 quarters. The position peaked at $3.78K in Q3 2024. 93 funds tracked by Wall St. Rank hold JPME as of Q3 2025.

Investors Research Corp reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
Investors Research Corp sold 36 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2025, an estimated $3.73K.
Investors Research Corp first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2019 and held it in 26 quarters.
Investors Research Corp's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $3.78K in Q3 2024.
93 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2025.

Based on Investors Research Corp's 13F filing for Q3 2025, filed 2 Oct 2025.