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Luts & Greenleigh Group’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Luts & Greenleigh Group’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 		$297K Buy
2,593
+134
+5% +$15.4K 0.24% 64
2025
Q4 		$267K Buy
2,459
+413
+20% +$44.6K 0.23% 69
2025
Q3 		$222K Buy
+2,046
New +$218K 0.2% 79

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 $1.63B AUM 38.57% 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

Luts & Greenleigh Group's JPME Position: Q1 2026 in Review

Luts & Greenleigh Group increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 5.4% in Q1 2026, buying an estimated $15.4K and bringing the position to 2,593 shares worth $297K. The position accounts for 0.24% of the portfolio, ranked #64.

Luts & Greenleigh Group first reported a position in JPME in Q3 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • Luts & Greenleigh Group held 2,593 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $297K as of Q1 2026.
  • Luts & Greenleigh Group bought 134 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $15.4K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.24% of Luts & Greenleigh Group's portfolio in Q1 2026, its #64 holding.
  • Luts & Greenleigh Group first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.