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Principal Securities’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Principal Securities’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 		$461K Buy
4,028
+932
+30% +$107K 0.01% 1007
2025
Q4 		$336K Buy
3,096
+1,563
+102% +$169K 0.01% 1092
2025
Q3 		$166K Buy
1,533
+43
+3% +$4.58K ﹤0.01% 1372
2025
Q2 		$155K Sell
1,490
-303
-17% -$30.2K ﹤0.01% 1351
2025
Q1 		$184K Hold
1,793
– – ﹤0.01% 1164
2024
Q4 		$184K Buy
1,793
+933
+108% +$99K ﹤0.01% 1164
2024
Q3 		$90.3K Buy
860
+3
+0.4% +$300 ﹤0.01% 1444
2024
Q2 		$81.6K Buy
857
+256
+43% +$24.6K ﹤0.01% 1403
2024
Q1 		$59.6K Buy
601
+101
+20% +$9.42K ﹤0.01% 1493
2023
Q4 		$45.9K Buy
+500
New +$42.7K ﹤0.01% 1528

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RW
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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Principal Securities's JPME Position: Q1 2026 in Review

Principal Securities increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 30% in Q1 2026, buying an estimated $107K and bringing the position to 4,028 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #1007.

Principal Securities first reported a position in JPME in Q4 2023 and has held it in 10 quarters since. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • Principal Securities held 4,028 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $461K as of Q1 2026.
  • Principal Securities bought 932 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $107K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #1007 holding.
  • Principal Securities first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.