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 Q2	$419K	Sell	3,372 -35	-1%	-$4.24K	﹤0.01%	1344
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Kestra Private Wealth Services's JPME Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 1% in Q2 2026, selling an estimated $4.24K and leaving 3,372 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Kestra Private Wealth Services first reported a position in JPME in Q1 2024 and has held it in 10 quarters since. The position peaked at $467K in Q3 2024. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

Kestra Private Wealth Services held 3,372 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $419K as of Q2 2026.
Kestra Private Wealth Services sold 35 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $4.24K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1344 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 10 quarters since.
Kestra Private Wealth Services's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $467K in Q3 2024.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.