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 Q2	$635K	Buy	5,114 +1,086	+27%	+$131K	0.01%	973
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 New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Principal Securities's JPME Position: Q2 2026 in Review

Principal Securities increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 27% in Q2 2026, buying an estimated $131K and bringing the position to 5,114 shares worth $635K. The position accounts for 0.01% of the portfolio, ranked #973.

Principal Securities first reported a position in JPME in Q4 2023 and has held it in 11 quarters since. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

Principal Securities held 5,114 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $635K as of Q2 2026.
Principal Securities bought 1,086 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $131K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #973 holding.
Principal Securities first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.