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 Q2	$484K	Sell	3,895 -81	-2%	-$9.81K	0.33%	75
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 New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

McLaughlin Asset Management's JPME Position: Q2 2026 in Review

McLaughlin Asset Management reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 2% in Q2 2026, selling an estimated $9.81K and leaving 3,895 shares worth $484K. The position accounts for 0.33% of the portfolio, ranked #75.

McLaughlin Asset Management first reported a position in JPME in Q4 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

McLaughlin Asset Management held 3,895 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $484K as of Q2 2026.
McLaughlin Asset Management sold 81 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $9.81K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.33% of McLaughlin Asset Management's portfolio in Q2 2026, its #75 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 3 quarters since.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on McLaughlin Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.