Modern Wealth Management’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Modern Wealth 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	$885K	Sell	7,123 -14,807	-68%	-$1.79M	0.01%	548
2026 Q1	$2.52M	Buy	+21,930	New	+$2.52M	0.04%	284

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 $1.52B AUM 23.06% 1-Year Est. Return

MWM

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

Modern Wealth Management's JPME Position: Q2 2026 in Review

Modern Wealth Management reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 68% in Q2 2026, selling an estimated $1.79M and leaving 7,123 shares worth $885K. The position accounts for 0.01% of the portfolio, ranked #548.

Modern Wealth Management first reported a position in JPME in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.52M in Q1 2026. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

Modern Wealth Management held 7,123 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $885K as of Q2 2026.
Modern Wealth Management sold 14,807 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $1.79M.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #548 holding.
Modern Wealth Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
Modern Wealth Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $2.52M in Q1 2026.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.