Jeff Yass’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Jeff Yass’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 Q2	$272K	Sell	2,187 -2,490	-53%	-$301K	﹤0.01%	11272
2026 Q1	$536K	Buy	4,677 +102	+2%	+$11.7K	﹤0.01%	9483
2025 Q4	$497K	Sell	4,575 -2,611	-36%	-$282K	﹤0.01%	8799
2025 Q3	$779K	Sell	7,186 -68	-0.9%	-$7.24K	﹤0.01%	7929
2025 Q2	$752K	Buy	7,254 +1,639	+29%	+$163K	﹤0.01%	8175
2025 Q1	$565K	Sell	5,615 -796	-12%	-$82.3K	﹤0.01%	8631
2024 Q4	$657K	Sell	6,411 -7,773	-55%	-$824K	﹤0.01%	7995
2024 Q3	$1.49M	Buy	+14,184	New	+$1.42M	﹤0.01%	5926
2024 Q2	–	Sell	-15,294	Closed	-$1.52M	–	12668
2024 Q1	$1.52M	Buy	15,294 +4,652	+44%	+$434K	﹤0.01%	5981
2023 Q4	$978K	Sell	10,642 -10,839	-50%	-$926K	﹤0.01%	7044
2023 Q3	$1.8M	Sell	21,481 -1,204	-5%	-$106K	﹤0.01%	5341
2023 Q2	$2M	Sell	22,685 -42	-0.2%	-$3.57K	﹤0.01%	5159
2023 Q1	$1.95M	Buy	22,727 +997	+5%	+$86.5K	﹤0.01%	5208
2022 Q4	$1.83M	Buy	21,730 +14,455	+199%	+$1.21M	﹤0.01%	4878
2022 Q3	$556K	Buy	+7,275	New	+$618K	﹤0.01%	8209
2022 Q2	–	Sell	-30,050	Closed	-$2.81M	–	13429
2022 Q1	$2.81M	Buy	30,050 +19,861	+195%	+$1.81M	﹤0.01%	4749
2021 Q4	$972K	Sell	10,189 -12,950	-56%	-$1.2M	﹤0.01%	7373
2021 Q3	$2.02M	Buy	23,139 +7,551	+48%	+$673K	﹤0.01%	5811
2021 Q2	$1.37M	Sell	15,588 -1,227	-7%	-$107K	﹤0.01%	6894
2021 Q1	$1.39M	Buy	16,815 +4,806	+40%	+$382K	﹤0.01%	6856
2020 Q4	$903K	Sell	12,009 -19,360	-62%	-$1.36M	﹤0.01%	6951
2020 Q3	$2.01M	Sell	31,369 -1,452	-4%	-$93K	﹤0.01%	4613
2020 Q2	$1.98M	Sell	32,821 -23,855	-42%	-$1.37M	﹤0.01%	4513
2020 Q1	$2.83M	Buy	+56,676	New	+$3.64M	﹤0.01%	3389
2019 Q1	–	Sell	-17,660	Closed	-$1.01M	–	9351
2018 Q4	$1.01M	Buy	+17,660	New	+$1.1M	﹤0.01%	4642
2018 Q3	–	Sell	-3,699	Closed	-$240K	–	9730
2018 Q2	$240K	Buy	+3,699	New	+$238K	﹤0.01%	8264
2017 Q2	–	Sell	-8,921	Closed	-$514K	–	9520
2017 Q1	$514K	Buy	+8,921	New	+$503K	﹤0.01%	6437

Other funds holding JPME

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Jeff Yass's JPME Position: Q2 2026 in Review

Jeff Yass reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 53% in Q2 2026, selling an estimated $301K and leaving 2,187 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #11272.

Jeff Yass first reported a position in JPME in Q1 2017 and has held it in 27 quarters since. The position peaked at $2.83M in Q1 2020. 106 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

Jeff Yass held 2,187 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $272K as of Q2 2026.
Jeff Yass sold 2,490 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $301K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11272 holding.
Jeff Yass first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2017 and has held it in 27 quarters since.
Jeff Yass's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $2.83M in Q1 2020.
106 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.