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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 $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Journey Strategic Wealth's JPME Position: Q1 2026 in Review

Journey Strategic Wealth increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 1% in Q1 2026, buying an estimated $13K and bringing the position to 11,353 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #152.

Journey Strategic Wealth first reported a position in JPME in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.43M in Q4 2023. 112 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • Journey Strategic Wealth held 11,353 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $1.3M as of Q1 2026.
  • Journey Strategic Wealth bought 113 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $13K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #152 holding.
  • Journey Strategic Wealth first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2023 and has held it in 11 quarters since.
  • Journey Strategic Wealth's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $4.43M in Q4 2023.
  • 112 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.