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Merit Financial Group’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Merit Financial 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
2025
Q4 		– Sell
-2,835
Closed -$307K – 1992
2025
Q3 		$307K Buy
+2,835
New +$302K ﹤0.01% 1438

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Merit Financial Group's JPME Position: Q4 2025 in Review

Merit Financial Group sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q4 2025, closing a stake of 2,835 shares — an estimated $307K sold.

Merit Financial Group first reported a position in JPME in Q3 2025 and held it in 1 quarter. The position peaked at $307K in Q3 2025. 102 funds tracked by Wall St. Rank hold JPME as of Q4 2025.

  • Merit Financial Group reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Merit Financial Group sold 2,835 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q4 2025, an estimated $307K.
  • Merit Financial Group first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2025 and held it in 1 quarter.
  • Merit Financial Group's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $307K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q4 2025.

Based on Merit Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.