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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.22M Buy
10,253
+91
+0.9% +$11.4K ﹤0.01% 1808
2026
Q2
$1.26M Sell
10,162
-1,397
-12% -$169K ﹤0.01% 1658
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

Kestra Advisory Services's JPME Position: Q3 2026 in Review

Kestra Advisory Services increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 0.9% in Q3 2026, buying an estimated $11.4K and bringing the position to 10,253 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Kestra Advisory Services first reported a position in JPME in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.57M in Q1 2025. 51 funds tracked by Wall St. Rank hold JPME as of Q3 2026.

  • Kestra Advisory Services held 10,253 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $1.22M as of Q3 2026.
  • Kestra Advisory Services bought 91 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2026, an estimated $11.4K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1808 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 17 quarters since.
  • Kestra Advisory Services's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $2.57M in Q1 2025.
  • 51 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.