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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

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $138M AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GCM
Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

KWB Wealth's JPME Position: Q2 2026 in Review

KWB Wealth increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 4.1% in Q2 2026, buying an estimated $95.9K and bringing the position to 20,296 shares worth $2.52M. The position accounts for 0.22% of the portfolio, ranked #59.

KWB Wealth first reported a position in JPME in Q4 2023 and has held it in 11 quarters since. 15 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

  • KWB Wealth held 20,296 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $2.52M as of Q2 2026.
  • KWB Wealth bought 792 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $95.9K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.22% of KWB Wealth's portfolio in Q2 2026, its #59 holding.
  • KWB Wealth first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 15 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.