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John Overdeck’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

John Overdeck’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 		– Sell
-7,000
Closed -$761K – 4759
2025
Q4 		$761K Buy
+7,000
New +$757K ﹤0.01% 3093

Other funds holding JPME

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RW
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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

John Overdeck's JPME Position: Q1 2026 in Review

John Overdeck sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2026, closing a stake of 7,000 shares — an estimated $761K sold.

John Overdeck first reported a position in JPME in Q4 2025 and held it in 1 quarter. The position peaked at $761K in Q4 2025. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • John Overdeck reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • John Overdeck sold 7,000 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $761K.
  • John Overdeck first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2025 and held it in 1 quarter.
  • John Overdeck's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $761K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.