MAI Capital Management’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

MAI Capital Management’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	–	Sell	-408	Closed	-$46.7K	–	3447
2026 Q1	$46.7K	Hold	408	–	–	﹤0.01%	2271
2025 Q4	$44.3K	Hold	408	–	–	﹤0.01%	2084
2025 Q3	$44.2K	Buy	408 +133	+48%	+$14.2K	﹤0.01%	2006
2025 Q2	$28.5K	Sell	275 -41	-13%	-$4.09K	﹤0.01%	2175
2025 Q1	$31.8K	Hold	316	–	–	﹤0.01%	1972
2024 Q4	$32.4K	Buy	+316	New	+$33.5K	﹤0.01%	1989

Other funds holding JPME

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MAI Capital Management's JPME Position: Q2 2026 in Review

MAI Capital Management sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2026, closing a stake of 408 shares — an estimated $46.7K sold.

MAI Capital Management first reported a position in JPME in Q4 2024 and held it in 6 quarters. The position peaked at $46.7K in Q1 2026. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

MAI Capital Management reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 408 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $46.7K.
MAI Capital Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $46.7K in Q1 2026.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.