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McLaughlin Asset Management’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

McLaughlin Asset 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 		$455K Sell
3,976
-148
-4% -$17K 0.44% 69
2025
Q4 		$448K Buy
+4,124
New +$446K 0.4% 75

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

McLaughlin Asset Management's JPME Position: Q1 2026 in Review

McLaughlin Asset Management reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 3.6% in Q1 2026, selling an estimated $17K and leaving 3,976 shares worth $455K. The position accounts for 0.44% of the portfolio, ranked #69.

McLaughlin Asset Management first reported a position in JPME in Q4 2025 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • McLaughlin Asset Management held 3,976 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $455K as of Q1 2026.
  • McLaughlin Asset Management sold 148 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $17K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.44% of McLaughlin Asset Management's portfolio in Q1 2026, its #69 holding.
  • McLaughlin Asset Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on McLaughlin Asset Management's 13F filing for Q1 2026, filed 29 Apr 2026.