O'Shaughnessy Asset Management’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

O'Shaughnessy Asset 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 Q1	$115	Hold	1	–	–	﹤0.01%	2622
2025 Q4	$109	Hold	1	–	–	﹤0.01%	2606
2025 Q3	$108	Hold	1	–	–	﹤0.01%	2515
2025 Q2	$104	Hold	1	–	–	﹤0.01%	2333
2025 Q1	$101	Hold	1	–	–	﹤0.01%	2266
2024 Q4	$102	Hold	1	–	–	﹤0.01%	2172
2024 Q3	$106	Hold	1	–	–	﹤0.01%	2097
2024 Q2	$95	Hold	1	–	–	﹤0.01%	1945
2024 Q1	$91	Buy	+1	New	+$93	﹤0.01%	1846
2023 Q4	–	Sell	-32	Closed	-$2.68K	–	1765
2023 Q3	$2.68K	Buy	+32	New	+$2.82K	﹤0.01%	1586

Other funds holding JPME

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

O'Shaughnessy Asset Management's JPME Position: Q1 2026 in Review

O'Shaughnessy Asset Management held its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) position steady in Q1 2026 at 1 share worth $115. The position accounts for ﹤0.01% of the portfolio, ranked #2622.

O'Shaughnessy Asset Management first reported a position in JPME in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.68K in Q3 2023. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

O'Shaughnessy Asset Management held 1 share of JPMorgan Diversified Return US Mid Cap Equity ETF worth $115 as of Q1 2026.
O'Shaughnessy Asset Management left its JPMorgan Diversified Return US Mid Cap Equity ETF share count unchanged in Q1 2026.
JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2622 holding.
O'Shaughnessy Asset Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2023 and has held it in 10 quarters since.
O'Shaughnessy Asset Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $2.68K in Q3 2023.
110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.