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

PFG 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 		$232K Sell
1,870
-407
-18% -$49.3K 0.01% 743
2026
Q1 		$261K Sell
2,277
-62
-3% -$7.13K 0.01% 694
2025
Q4 		$254K Sell
2,339
-192
-8% -$20.8K 0.01% 687
2025
Q3 		$274K Sell
2,531
-45
-2% -$4.79K 0.01% 710
2025
Q2 		$267K Sell
2,576
-139
-5% -$13.9K 0.01% 538
2025
Q1 		$273K Sell
2,715
-148
-5% -$15.3K 0.02% 610
2024
Q4 		$293K Sell
2,863
-102
-3% -$10.8K 0.02% 588
2024
Q3 		$311K Sell
2,965
-290
-9% -$29K 0.02% 579
2024
Q2 		$310K Buy
3,255
+386
+13% +$37.1K 0.02% 548
2024
Q1 		$284K Buy
+2,869
New +$268K 0.02% 535

Other funds holding JPME

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $138M AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GCM
Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

PFG Advisors's JPME Position: Q2 2026 in Review

PFG Advisors reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 18% in Q2 2026, selling an estimated $49.3K and leaving 1,870 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #743.

PFG Advisors first reported a position in JPME in Q1 2024 and has held it in 10 quarters since. The position peaked at $311K in Q3 2024. 14 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

  • PFG Advisors held 1,870 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $232K as of Q2 2026.
  • PFG Advisors sold 407 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $49.3K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.01% of PFG Advisors's portfolio in Q2 2026, its #743 holding.
  • PFG Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • PFG Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $311K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.