Kestra Advisory Services’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Kestra Advisory Services’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	$1.32M	Sell	11,559 -1,027	-8%	-$118K	0.01%	1544
2025 Q4	$1.37M	Sell	12,586 -2,606	-17%	-$282K	0.01%	1454
2025 Q3	$1.65M	Sell	15,192 -4,868	-24%	-$519K	0.01%	1267
2025 Q2	$2.08M	Sell	20,060 -5,537	-22%	-$552K	0.01%	1054
2025 Q1	$2.57M	Buy	25,597 +742	+3%	+$76.7K	0.01%	879
2024 Q4	$2.55M	Buy	24,855 +2,826	+13%	+$300K	0.01%	879
2024 Q3	$2.31M	Buy	22,029 +2,146	+11%	+$215K	0.01%	888
2024 Q2	$1.89M	Sell	19,883 -4,929	-20%	-$473K	0.01%	984
2024 Q1	$2.46M	Buy	24,812 +1,177	+5%	+$110K	0.02%	787
2023 Q4	$2.17M	Buy	23,635 +1,631	+7%	+$139K	0.02%	757
2023 Q3	$1.84M	Buy	22,004 +8,952	+69%	+$788K	0.02%	720
2023 Q2	$1.15M	Sell	13,052 -13,039	-50%	-$1.11M	0.01%	921
2023 Q1	$2.24M	Buy	26,091 +16,009	+159%	+$1.39M	0.02%	607
2022 Q4	$849K	Buy	10,082 +2,746	+37%	+$230K	0.01%	1138
2022 Q3	$560K	Buy	+7,336	New	+$623K	0.01%	1256

Other funds holding JPME

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Kestra Advisory Services's JPME Position: Q1 2026 in Review

Kestra Advisory Services reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 8.2% in Q1 2026, selling an estimated $118K and leaving 11,559 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #1544.

Kestra Advisory Services first reported a position in JPME in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.57M in Q1 2025. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

Kestra Advisory Services held 11,559 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $1.32M as of Q1 2026.
Kestra Advisory Services sold 1,027 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $118K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1544 holding.
Kestra Advisory Services first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2022 and has held it in 15 quarters since.
Kestra Advisory Services's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $2.57M in Q1 2025.
110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.