Jones Financial Companies
JPME icon

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

Jones Financial Companies’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 		$15.1M Buy
133,463
+22,304
+20% +$2.56M 0.01% 688
2025
Q4 		$12.1M Buy
111,159
+15,143
+16% +$1.64M 0.01% 410
2025
Q3 		$10.4M Buy
96,016
+30,474
+46% +$3.25M 0.01% 405
2025
Q2 		$6.78M Buy
65,542
+22,216
+51% +$2.22M 0.01% 430
2025
Q1 		$4.33M Buy
43,326
+16,432
+61% +$1.7M ﹤0.01% 459
2024
Q4 		$2.76M Buy
26,894
+13,912
+107% +$1.48M ﹤0.01% 482
2024
Q3 		$1.36M Buy
12,982
+7,379
+132% +$738K ﹤0.01% 531
2024
Q2 		$533K Buy
+5,603
New +$538K ﹤0.01% 547

Other funds holding JPME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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 $357M AUM 20.31% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jones Financial Companies's JPME Position: Q1 2026 in Review

Jones Financial Companies increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 20% in Q1 2026, buying an estimated $2.56M and bringing the position to 133,463 shares worth $15.1M. The position accounts for 0.01% of the portfolio, ranked #688.

Jones Financial Companies first reported a position in JPME in Q2 2024 and has held it in 8 quarters since. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • Jones Financial Companies held 133,463 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $15.1M as of Q1 2026.
  • Jones Financial Companies bought 22,304 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $2.56M.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.01% of Jones Financial Companies's portfolio in Q1 2026, its #688 holding.
  • Jones Financial Companies first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2024 and has held it in 8 quarters since.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.