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 Q3	$212K	Sell	1,780 -90	-5%	-$11.3K	0.01%	727
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Manske Wealth Management Houston, Texas $427M AUM 20.62% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions Appleton, Wisconsin $105M AUM 11.31% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

PFG Advisors's JPME Position: Q3 2026 in Review

PFG Advisors reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 4.8% in Q3 2026, selling an estimated $11.3K and leaving 1,780 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #727.

PFG Advisors first reported a position in JPME in Q1 2024 and has held it in 11 quarters since. The position peaked at $311K in Q3 2024. 49 funds tracked by Wall St. Rank hold JPME as of Q3 2026.

PFG Advisors held 1,780 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $212K as of Q3 2026.
PFG Advisors sold 90 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2026, an estimated $11.3K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.01% of PFG Advisors's portfolio in Q3 2026, its #727 holding.
PFG Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2024 and has held it in 11 quarters since.
PFG Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $311K in Q3 2024.
49 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.