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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
Q2 		$322K Hold
2,593
– – 0.24% 71
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 $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cerity Partners
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $403M AUM 27.32% 1-Year Est. Return

Luts & Greenleigh Group's JPME Position: Q2 2026 in Review

Luts & Greenleigh Group held its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) position steady in Q2 2026 at 2,593 shares worth $322K. The position accounts for 0.24% of the portfolio, ranked #71.

Luts & Greenleigh Group first reported a position in JPME in Q3 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

  • Luts & Greenleigh Group held 2,593 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $322K as of Q2 2026.
  • Luts & Greenleigh Group left its JPMorgan Diversified Return US Mid Cap Equity ETF share count unchanged in Q2 2026.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.24% of Luts & Greenleigh Group's portfolio in Q2 2026, its #71 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 4 quarters since.
  • 107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.