OneDigital Investment Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

OneDigital Investment Advisors’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	$402K	Sell	3,233 -238	-7%	-$28.8K	﹤0.01%	1137
2026 Q1	$398K	Buy	3,471 +1,598	+85%	+$184K	﹤0.01%	1045
2025 Q4	$203K	Buy	+1,873	New	+$202K	﹤0.01%	1442
2019 Q4	–	Sell	-3,044	Closed	-$203K	–	619
2019 Q3	$203K	Buy	3,044 +13	+0.4%	+$861	0.02%	489
2019 Q2	$201K	Sell	3,031 -5,791	-66%	-$380K	0.02%	397
2019 Q1	$574K	Sell	8,822 -13,301	-60%	-$838K	0.08%	156
2018 Q4	$1.26M	Buy	+22,123	New	+$1.37M	0.21%	93

Other funds holding JPME

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

SWTS

Stonehaven Wealth & Tax Solutions Appleton, Wisconsin $125M AUM 18.47% 1-Year Est. Return

Vantus Wealth Lancaster, Pennsylvania $187M AUM

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

OneDigital Investment Advisors's JPME Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 6.9% in Q2 2026, selling an estimated $28.8K and leaving 3,233 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

OneDigital Investment Advisors first reported a position in JPME in Q4 2018 and has held it in 7 quarters since. The position peaked at $1.26M in Q4 2018. 69 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

OneDigital Investment Advisors held 3,233 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $402K as of Q2 2026.
OneDigital Investment Advisors sold 238 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $28.8K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1137 holding.
OneDigital Investment Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2018 and has held it in 7 quarters since.
OneDigital Investment Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $1.26M in Q4 2018.
69 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.