LWM Advisory Services’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History
Bought
Maintained
Sold
Other funds holding JPME
AP
RW
MWM
SA
LWM Advisory Services's JPME Position: Q1 2026 in Review
LWM Advisory Services reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 35% in Q1 2026, selling an estimated $648K and leaving 10,474 shares worth $1.2M. The position accounts for 1.28% of the portfolio, ranked #15.
LWM Advisory Services first reported a position in JPME in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.37M in Q2 2023. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.
- LWM Advisory Services held 10,474 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $1.2M as of Q1 2026.
- LWM Advisory Services sold 5,636 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $648K.
- JPMorgan Diversified Return US Mid Cap Equity ETF made up 1.28% of LWM Advisory Services's portfolio in Q1 2026, its #15 holding.
- LWM Advisory Services first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2022 and has held it in 17 quarters since.
- LWM Advisory Services's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $3.37M in Q2 2023.
- 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.
Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.