Mariner
JPME icon

Mariner’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Mariner’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
2025
Q1 		– Sell
-2,413
Closed -$247K – 3526
2024
Q4 		$247K Sell
2,413
-424
-15% -$45K ﹤0.01% 2807
2024
Q3 		$298K Sell
2,837
-1,073
-27% -$107K ﹤0.01% 2577
2024
Q2 		$372K Sell
3,910
-1,884
-33% -$181K ﹤0.01% 2282
2024
Q1 		$574K Sell
5,794
-125
-2% -$11.7K ﹤0.01% 1926
2023
Q4 		$544K Buy
+5,919
New +$506K ﹤0.01% 1886

Other funds holding JPME

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Mariner's JPME Position: Q1 2025 in Review

Mariner sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2025, closing a stake of 2,413 shares — an estimated $247K sold.

Mariner first reported a position in JPME in Q4 2023 and held it in 5 quarters. The position peaked at $574K in Q1 2024. 86 funds tracked by Wall St. Rank hold JPME as of Q1 2025.

  • Mariner reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Mariner sold 2,413 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2025, an estimated $247K.
  • Mariner first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2023 and held it in 5 quarters.
  • Mariner's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $574K in Q1 2024.
  • 86 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2025.

Based on Mariner's 13F filing for Q1 2025, filed 15 May 2025.