Morgan Stanley
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Morgan Stanley’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Morgan Stanley’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
Q1 		$47.1M Sell
411,437
-35,046
-8% -$4.03M ﹤0.01% 2158
2025
Q4 		$48.5M Buy
446,483
+7,851
+2% +$849K ﹤0.01% 2109
2025
Q3 		$47.6M Buy
438,632
+8,687
+2% +$925K ﹤0.01% 2056
2025
Q2 		$44.6M Buy
429,945
+148,136
+53% +$14.8M ﹤0.01% 2034
2025
Q1 		$28.3M Buy
281,809
+504
+0.2% +$52.1K ﹤0.01% 2335
2024
Q4 		$28.8M Sell
281,305
-7,179
-2% -$761K ﹤0.01% 2385
2024
Q3 		$30.3M Sell
288,484
-5,041
-2% -$504K ﹤0.01% 2365
2024
Q2 		$27.9M Sell
293,525
-36,214
-11% -$3.48M ﹤0.01% 2305
2024
Q1 		$32.7M Sell
329,739
-309,483
-48% -$28.9M ﹤0.01% 2168
2023
Q4 		$58.7M Buy
639,222
+318,229
+99% +$27.2M ﹤0.01% 2270
2023
Q3 		$26.9M Buy
320,993
+14,857
+5% +$1.31M ﹤0.01% 2152
2023
Q2 		$27M Buy
306,136
+267,684
+696% +$22.8M ﹤0.01% 2148
2023
Q1 		$3.3M Buy
38,452
+10,382
+37% +$901K ﹤0.01% 4112
2022
Q4 		$2.36M Buy
28,070
+8,324
+42% +$697K ﹤0.01% 4340
2022
Q3 		$1.51M Buy
19,746
+4,374
+28% +$371K ﹤0.01% 4619
2022
Q2 		$1.24M Buy
15,372
+516
+3% +$45.4K ﹤0.01% 4883
2022
Q1 		$1.39M Buy
14,856
+482
+3% +$44K ﹤0.01% 4760
2021
Q4 		$1.37M Buy
14,374
+177
+1% +$16.4K ﹤0.01% 4861
2021
Q3 		$1.24M Buy
14,197
+12,907
+1,001% +$1.15M ﹤0.01% 4906
2021
Q2 		$113K Buy
1,290
+216
+20% +$18.8K ﹤0.01% 6301
2021
Q1 		$89K Sell
1,074
-15,559
-94% -$1.24M ﹤0.01% 6081
2020
Q4 		$1.25M Buy
16,633
+16,097
+3,003% +$1.13M ﹤0.01% 4521
2020
Q3 		$34K Buy
+536
New +$34.3K ﹤0.01% 5850
2020
Q2 		– Sell
-48
Closed -$2K – 6662
2020
Q1 		$2K Buy
+48
New +$3.08K ﹤0.01% 6388

Other funds holding JPME

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley's JPME Position: Q1 2026 in Review

Morgan Stanley reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 7.8% in Q1 2026, selling an estimated $4.03M and leaving 411,437 shares worth $47.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

Morgan Stanley first reported a position in JPME in Q1 2020 and has held it in 24 quarters since. The position peaked at $58.7M in Q4 2023. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • Morgan Stanley held 411,437 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $47.1M as of Q1 2026.
  • Morgan Stanley sold 35,046 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $4.03M.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2158 holding.
  • Morgan Stanley first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2020 and has held it in 24 quarters since.
  • Morgan Stanley's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $58.7M in Q4 2023.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.