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 Q3	$1.9M	Sell	15,935 -4,361	-21%	-$547K	0.16%	73
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 $1.56B AUM 16.49% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

KWB Wealth's JPME Position: Q3 2026 in Review

KWB Wealth reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 21% in Q3 2026, selling an estimated $547K and leaving 15,935 shares worth $1.9M. The position accounts for 0.16% of the portfolio, ranked #73.

KWB Wealth first reported a position in JPME in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.52M in Q2 2026. 19 funds tracked by Wall St. Rank hold JPME as of Q3 2026.

KWB Wealth held 15,935 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $1.9M as of Q3 2026.
KWB Wealth sold 4,361 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2026, an estimated $547K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.16% of KWB Wealth's portfolio in Q3 2026, its #73 holding.
KWB Wealth first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2023 and has held it in 12 quarters since.
KWB Wealth's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $2.52M in Q2 2026.
19 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.