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

MAS Advisors’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
Q3 		$2.37M Hold
21,838
– – 3.75% 9
2025
Q2 		$2.26M Sell
21,838
-3,465
-14% -$346K 3.7% 9
2025
Q1 		$2.54M Buy
25,303
+7,744
+44% +$800K 3.91% 9
2024
Q4 		$1.8M Buy
+17,559
New +$1.86M 3.02% 9

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

MAS Advisors's JPME Position: Q3 2025 in Review

MAS Advisors held its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) position steady in Q3 2025 at 21,838 shares worth $2.37M. The position accounts for 3.75% of the portfolio, ranked #9.

MAS Advisors first reported a position in JPME in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.54M in Q1 2025. 93 funds tracked by Wall St. Rank hold JPME as of Q3 2025.

  • MAS Advisors held 21,838 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $2.37M as of Q3 2025.
  • MAS Advisors left its JPMorgan Diversified Return US Mid Cap Equity ETF share count unchanged in Q3 2025.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 3.75% of MAS Advisors's portfolio in Q3 2025, its #9 holding.
  • MAS Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2024 and has held it in 4 quarters since.
  • MAS Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $2.54M in Q1 2025.
  • 93 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2025.

Based on MAS Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.