MCC
JPME icon

Money Concepts Capital’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Money Concepts Capital’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
2023
Q2 		– Sell
-13,781
Closed -$147K – 423
2023
Q1 		$147K Buy
13,781
+12,223
+785% +$1.06M 0.01% 425
2022
Q4 		$131K Buy
1,558
+461
+42% +$38.6K 0.01% 865
2022
Q3 		$84K Buy
+1,097
New +$93.1K 0.01% 606
2022
Q2 		– Sell
-267
Closed -$25K – 2071
2022
Q1 		$25K Buy
+267
New +$24.4K ﹤0.01% 1519

Other funds holding JPME

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
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
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Money Concepts Capital's JPME Position: Q2 2023 in Review

Money Concepts Capital sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2023, closing a stake of 13,781 shares — an estimated $147K sold.

Money Concepts Capital first reported a position in JPME in Q1 2022 and held it in 4 quarters. The position peaked at $147K in Q1 2023. 61 funds tracked by Wall St. Rank hold JPME as of Q2 2023.

  • Money Concepts Capital reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Money Concepts Capital sold 13,781 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2023, an estimated $147K.
  • Money Concepts Capital first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $147K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.