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Newbridge Financial Services Group’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Newbridge Financial Services Group’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
2024
Q2 		– Sell
-7
Closed -$694 – 1169
2024
Q1 		$694 Buy
+7
New +$653 ﹤0.01% 1074

Other funds holding JPME

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Newbridge Financial Services Group's JPME Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2024, closing a stake of 7 shares — an estimated $694 sold.

Newbridge Financial Services Group first reported a position in JPME in Q1 2024 and held it in 1 quarter. The position peaked at $694 in Q1 2024. 78 funds tracked by Wall St. Rank hold JPME as of Q2 2024.

  • Newbridge Financial Services Group reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 7 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2024, an estimated $694.
  • Newbridge Financial Services Group first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2024 and held it in 1 quarter.
  • Newbridge Financial Services Group's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $694 in Q1 2024.
  • 78 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.