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Pittenger & Anderson Inc’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Pittenger & Anderson Inc’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
2023
Q2 		– Sell
-1,598
Closed -$137K – 476
2023
Q1 		$137K Buy
+1,598
New +$139K 0.01% 226

Other funds holding JPME

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
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
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Pittenger & Anderson Inc's JPME Position: Q2 2023 in Review

Pittenger & Anderson Inc sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2023, closing a stake of 1,598 shares — an estimated $137K sold.

Pittenger & Anderson Inc first reported a position in JPME in Q1 2023 and held it in 1 quarter. The position peaked at $137K in Q1 2023. 61 funds tracked by Wall St. Rank hold JPME as of Q2 2023.

  • Pittenger & Anderson Inc reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 1,598 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2023, an estimated $137K.
  • Pittenger & Anderson Inc first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2023 and held it in 1 quarter.
  • Pittenger & Anderson Inc's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $137K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2023.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2023, filed 9 Aug 2023.