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

Park Square Financial 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
2025
Q3 		– Sell
-7
Closed -$726 – 638
2025
Q2 		$726 Hold
7
– – ﹤0.01% 961
2025
Q1 		$704 Hold
7
– – ﹤0.01% 912
2024
Q4 		$717 Buy
+7
New +$742 ﹤0.01% 912

Other funds holding JPME

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Park Square Financial Group's JPME Position: Q3 2025 in Review

Park Square Financial Group sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q3 2025, closing a stake of 7 shares — an estimated $726 sold.

Park Square Financial Group first reported a position in JPME in Q4 2024 and held it in 3 quarters. The position peaked at $726 in Q2 2025. 93 funds tracked by Wall St. Rank hold JPME as of Q3 2025.

  • Park Square Financial Group reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 7 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2025, an estimated $726.
  • Park Square Financial Group first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $726 in Q2 2025.
  • 93 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.