MML Investors Services
JPME icon

MML Investors Services’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

MML Investors Services’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
-2,699
Closed -$293K – 3100
2025
Q3 		$293K Sell
2,699
-7,656
-74% -$816K ﹤0.01% 2539
2025
Q2 		$1.07M Buy
10,355
+1,020
+11% +$102K ﹤0.01% 1618
2025
Q1 		$939K Buy
9,335
+1,335
+17% +$138K ﹤0.01% 1622
2024
Q4 		$820K Buy
8,000
+173
+2% +$18.3K ﹤0.01% 1636
2024
Q3 		$822K Sell
7,827
-202
-3% -$20.2K ﹤0.01% 1561
2024
Q2 		$764K Buy
8,029
+696
+9% +$66.8K ﹤0.01% 1543
2024
Q1 		$727K Sell
7,333
-558
-7% -$52.1K ﹤0.01% 1594
2023
Q4 		$725K Sell
7,891
-1,921
-20% -$164K ﹤0.01% 1550
2023
Q3 		$821K Buy
9,812
+1,126
+13% +$99.1K ﹤0.01% 1340
2023
Q2 		$767K Buy
8,686
+3,678
+73% +$313K ﹤0.01% 1380
2023
Q1 		$430K Buy
+5,008
New +$435K ﹤0.01% 1478
2022
Q2 		– Sell
-2,548
Closed -$238K – 2092
2022
Q1 		$238K Buy
+2,548
New +$233K ﹤0.01% 1858

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

MML Investors Services's JPME Position: Q4 2025 in Review

MML Investors Services sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q4 2025, closing a stake of 2,699 shares — an estimated $293K sold.

MML Investors Services first reported a position in JPME in Q1 2022 and held it in 12 quarters. The position peaked at $1.07M in Q2 2025. 102 funds tracked by Wall St. Rank hold JPME as of Q4 2025.

  • MML Investors Services reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • MML Investors Services sold 2,699 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q4 2025, an estimated $293K.
  • MML Investors Services first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2022 and held it in 12 quarters.
  • MML Investors Services's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $1.07M in Q2 2025.
  • 102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q4 2025.

Based on MML Investors Services's 13F filing for Q4 2025, filed 13 Feb 2026.