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Orion Portfolio Solutions’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-6
Closed – – 1282
2020
Q2 		$0 Hold
6
– – ﹤0.01% 2326
2020
Q1 		$0 Buy
+6
New +$385 ﹤0.01% 2094

Other funds holding JPME

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Orion Portfolio Solutions's JPME Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q3 2020, closing a stake of 6 shares.

Orion Portfolio Solutions first reported a position in JPME in Q1 2020 and held it in 2 quarters. The position peaked at $0 in Q2 2020. 35 funds tracked by Wall St. Rank hold JPME as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 6 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $0 in Q2 2020.
  • 35 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.