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

Kestra Private Wealth 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 		$390K Buy
3,407
+173
+5% +$19.9K ﹤0.01% 1325
2025
Q4 		$351K Sell
3,234
-355
-10% -$38.4K ﹤0.01% 1347
2025
Q3 		$389K Sell
3,589
-44
-1% -$4.69K 0.01% 1225
2025
Q2 		$377K Sell
3,633
-198
-5% -$19.7K 0.01% 1163
2025
Q1 		$385K Sell
3,831
-91
-2% -$9.41K 0.01% 1085
2024
Q4 		$402K Sell
3,922
-522
-12% -$55.4K 0.01% 1028
2024
Q3 		$467K Buy
4,444
+483
+12% +$48.3K 0.01% 903
2024
Q2 		$377K Buy
3,961
+1,036
+35% +$99.5K 0.01% 950
2024
Q1 		$290K Buy
+2,925
New +$273K 0.01% 1027

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

Kestra Private Wealth Services's JPME Position: Q1 2026 in Review

Kestra Private Wealth Services increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 5.3% in Q1 2026, buying an estimated $19.9K and bringing the position to 3,407 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Kestra Private Wealth Services first reported a position in JPME in Q1 2024 and has held it in 9 quarters since. The position peaked at $467K in Q3 2024. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • Kestra Private Wealth Services held 3,407 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $390K as of Q1 2026.
  • Kestra Private Wealth Services bought 173 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $19.9K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1325 holding.
  • Kestra Private Wealth Services first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2024 and has held it in 9 quarters since.
  • Kestra Private Wealth Services's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $467K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.