JSW
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Journey Strategic Wealth’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Journey Strategic Wealth’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 		$1.3M Buy
11,353
+113
+1% +$13K 0.03% 152
2025
Q4 		$1.22M Buy
11,240
+1,835
+20% +$198K 0.03% 149
2025
Q3 		$1.02M Sell
9,405
-1,324
-12% -$141K 0.03% 165
2025
Q2 		$1.11M Buy
10,729
+328
+3% +$32.7K 0.04% 150
2025
Q1 		$1.05M Buy
10,401
+264
+3% +$27.3K 0.04% 131
2024
Q4 		$1.04M Buy
10,137
+1,325
+15% +$141K 0.04% 122
2024
Q3 		$926K Buy
8,812
+1,107
+14% +$111K 0.03% 136
2024
Q2 		$733K Buy
7,705
+1,322
+21% +$127K 0.03% 123
2024
Q1 		$633K Sell
6,383
-41,798
-87% -$3.9M 0.03% 107
2023
Q4 		$4.43M Buy
48,181
+2,373
+5% +$203K 0.21% 22
2023
Q3 		$3.83M Buy
+45,808
New +$4.03M 0.18% 22

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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