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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
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
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 $1.43B AUM 22.6% 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

MAI Capital Management's JPME Position: Q1 2026 in Review

MAI Capital Management held its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) position steady in Q1 2026 at 408 shares worth $46.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

MAI Capital Management first reported a position in JPME in Q4 2024 and has held it in 6 quarters since. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • MAI Capital Management held 408 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $46.7K as of Q1 2026.
  • MAI Capital Management left its JPMorgan Diversified Return US Mid Cap Equity ETF share count unchanged in Q1 2026.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2271 holding.
  • MAI Capital Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.