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

Northwestern Mutual 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	$1.8M	Buy	14,521 +4,684	+48%	+$567K	﹤0.01%	1204
2026 Q1	$1.13M	Buy	9,837 +951	+11%	+$109K	﹤0.01%	1292
2025 Q4	$966K	Buy	8,886 +56	+0.6%	+$6.05K	﹤0.01%	1291
2025 Q3	$958K	Sell	8,830 -209	-2%	-$22.3K	﹤0.01%	1243
2025 Q2	$937K	Sell	9,039 -45	-0.5%	-$4.49K	﹤0.01%	1185
2025 Q1	$914K	Sell	9,084 -244	-3%	-$25.2K	﹤0.01%	1139
2024 Q4	$956K	Sell	9,328 -613	-6%	-$65K	﹤0.01%	1084
2024 Q3	$1.04M	Sell	9,941 -212	-2%	-$21.2K	﹤0.01%	1044
2024 Q2	$966K	Sell	10,153 -32	-0.3%	-$3.07K	﹤0.01%	1033
2024 Q1	$1.01M	Buy	10,185 +219	+2%	+$20.4K	﹤0.01%	1011
2023 Q4	$916K	Buy	9,966 +1,155	+13%	+$98.7K	﹤0.01%	1001
2023 Q3	$737K	Buy	8,811 +1,331	+18%	+$117K	﹤0.01%	1042
2023 Q2	$660K	Sell	7,480 -42,967	-85%	-$3.66M	﹤0.01%	1067
2023 Q1	$4.33M	Buy	50,447 +3,052	+6%	+$265K	0.01%	514
2022 Q4	$3.99M	Buy	47,395 +3,248	+7%	+$272K	0.01%	515
2022 Q3	$3.37M	Sell	44,147 -2,687	-6%	-$228K	0.01%	507
2022 Q2	$3.78M	Buy	+46,834	New	+$4.12M	0.01%	488
2021 Q3	–	Sell	-3	Closed	–	–	3113
2021 Q2	$0	Buy	+3	New	+$261	﹤0.01%	3096
2020 Q4	–	Sell	-26	Closed	-$2K	–	2786
2020 Q3	$2K	Buy	+26	New	+$1.67K	﹤0.01%	2352
2018 Q3	–	Sell	-100	Closed	-$6K	–	2548
2018 Q2	$6K	Buy	+100	New	+$6.44K	﹤0.01%	1976

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

Northwestern Mutual Wealth Management's JPME Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 48% in Q2 2026, buying an estimated $567K and bringing the position to 14,521 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Northwestern Mutual Wealth Management first reported a position in JPME in Q2 2018 and has held it in 20 quarters since. The position peaked at $4.33M in Q1 2023. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

Northwestern Mutual Wealth Management held 14,521 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $1.8M as of Q2 2026.
Northwestern Mutual Wealth Management bought 4,684 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $567K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1204 holding.
Northwestern Mutual Wealth Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2018 and has held it in 20 quarters since.
Northwestern Mutual Wealth Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $4.33M in Q1 2023.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.