Matrix Private Capital Group’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Matrix Private Capital Group’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
2023 Q4	–	Sell	-1,434	Closed	-$120K	–	152
2023 Q3	$120K	Hold	1,434	–	–	0.09%	115
2023 Q2	$127K	Hold	1,434	–	–	0.09%	120
2023 Q1	$123K	Hold	1,434	–	–	0.09%	127
2022 Q4	$121K	Hold	1,434	–	–	0.08%	141
2022 Q3	$110K	Hold	1,434	–	–	0.07%	141
2022 Q2	$116K	Hold	1,434	–	–	0.07%	180
2022 Q1	$134K	Hold	1,434	–	–	0.07%	185
2021 Q4	$137K	Hold	1,434	–	–	0.06%	198
2021 Q3	$125K	Hold	1,434	–	–	0.07%	188
2021 Q2	$126K	Hold	1,434	–	–	0.07%	187
2021 Q1	$119K	Hold	1,434	–	–	0.07%	187
2020 Q4	$108K	Buy	+1,434	New	+$101K	0.08%	174

Other funds holding JPME

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Matrix Private Capital Group's JPME Position: Q4 2023 in Review

Matrix Private Capital Group sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q4 2023, closing a stake of 1,434 shares — an estimated $120K sold.

Matrix Private Capital Group first reported a position in JPME in Q4 2020 and held it in 12 quarters. The position peaked at $137K in Q4 2021. 75 funds tracked by Wall St. Rank hold JPME as of Q4 2023.

Matrix Private Capital Group reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q4 2023 after selling out during the quarter.
Matrix Private Capital Group sold 1,434 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q4 2023, an estimated $120K.
Matrix Private Capital Group first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2020 and held it in 12 quarters.
Matrix Private Capital Group's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $137K in Q4 2021.
75 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q4 2023.

Based on Matrix Private Capital Group's 13F filing for Q4 2023, filed 14 Feb 2024.