N.E.W. Advisory Services’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$540K Buy
4,347
+7
+0.2% +$847 0.04% 139
2026
Q1
$497K Sell
4,340
-3,371
-44% -$388K 0.04% 136
2025
Q4
$838K Buy
7,711
+6,878
+826% +$744K 0.06% 106
2025
Q3
$90.4K Sell
833
-6,160
-88% -$656K 0.01% 257
2025
Q2
$725K Sell
6,993
-78,683
-92% -$7.85M 0.07% 95
2025
Q1
$8.62M Buy
85,676
+44,149
+106% +$4.56M 0.66% 36
2024
Q4
$4.26M Sell
41,527
-9,284
-18% -$985K 0.4% 41
2024
Q3
$5.34M Buy
50,811
+13,836
+37% +$1.38M 0.53% 33
2024
Q2
$3.52M Buy
36,975
+2,943
+9% +$283K 0.38% 41
2024
Q1
$3.38M Sell
34,032
-52
-0.2% -$4.85K 0.37% 41
2023
Q4
$3.13M Buy
34,084
+19,576
+135% +$1.67M 0.38% 41
2023
Q3
$1.21M Buy
+14,508
New +$1.28M 0.17% 63

Other funds holding JPME

N.E.W. Advisory Services's JPME Position: Q2 2026 in Review

N.E.W. Advisory Services increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 0.16% in Q2 2026, buying an estimated $847 and bringing the position to 4,347 shares worth $540K. The position accounts for 0.04% of the portfolio, ranked #139.

N.E.W. Advisory Services first reported a position in JPME in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.62M in Q1 2025. 66 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

  • N.E.W. Advisory Services held 4,347 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $540K as of Q2 2026.
  • N.E.W. Advisory Services bought 7 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $847.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.04% of N.E.W. Advisory Services's portfolio in Q2 2026, its #139 holding.
  • N.E.W. Advisory Services first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • N.E.W. Advisory Services's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $8.62M in Q1 2025.
  • 66 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.