KWB Wealth’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

KWB 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 Q2	$2.52M	Buy	20,296 +792	+4%	+$95.9K	0.22%	59
2026 Q1	$2.12M	Hold	19,504	–	–	0.21%	56
2025 Q4	$2.12M	Buy	19,504 +1,499	+8%	+$162K	0.2%	57
2025 Q3	$1.87M	Buy	18,005 +7	+0%	+$746	0.21%	61
2025 Q2	$1.81M	Buy	17,998 +597	+3%	+$59.5K	0.22%	61
2025 Q1	$1.78M	Buy	17,401 +907	+5%	+$93.8K	0.22%	62
2024 Q4	$1.73M	Buy	16,494 +961	+6%	+$102K	0.21%	49
2024 Q3	$1.48M	Buy	15,533 +1,263	+9%	+$126K	0.19%	50
2024 Q2	$1.41M	Hold	14,270	–	–	0.19%	50
2024 Q1	$1.41M	Sell	14,270 -460	-3%	-$42.9K	0.19%	50
2023 Q4	$1.35M	Buy	+14,730	New	+$1.26M	0.2%	48

Other funds holding JPME

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Cassilly Financial Group Severna Park, Maryland $138M AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return