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 Q2	$19.9M	Buy	159,646 +26,183	+20%	+$3.17M	0.01%	665
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 New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Jones Financial Companies's JPME Position: Q2 2026 in Review

Jones Financial Companies increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 20% in Q2 2026, buying an estimated $3.17M and bringing the position to 159,646 shares worth $19.9M. The position accounts for 0.01% of the portfolio, ranked #665.

Jones Financial Companies first reported a position in JPME in Q2 2024 and has held it in 9 quarters since. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

Jones Financial Companies held 159,646 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $19.9M as of Q2 2026.
Jones Financial Companies bought 26,183 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $3.17M.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #665 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 9 quarters since.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.