PAG
JPME icon

Private Advisor Group’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Private Advisor Group’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 		$809K Sell
6,510
-12,717
-66% -$1.54M ﹤0.01% 1491
2026
Q1 		$2.2M Buy
19,227
+212
+1% +$24.4K 0.01% 1020
2025
Q4 		$2.07M Sell
19,015
-679
-3% -$73.4K 0.01% 1025
2025
Q3 		$2.14M Buy
19,694
+691
+4% +$73.6K 0.01% 985
2025
Q2 		$1.97M Buy
19,003
+1,872
+11% +$187K 0.01% 975
2025
Q1 		$1.72M Buy
17,131
+438
+3% +$45.3K 0.01% 963
2024
Q4 		$1.71M Sell
16,693
-42
-0.3% -$4.46K 0.01% 953
2024
Q3 		$1.76M Buy
16,735
+909
+6% +$90.9K 0.01% 953
2024
Q2 		$1.51M Buy
15,826
+388
+3% +$37.2K 0.01% 987
2024
Q1 		$1.53M Buy
15,438
+1,184
+8% +$110K 0.01% 945
2023
Q4 		$1.31M Buy
14,254
+1,504
+12% +$129K 0.01% 971
2023
Q3 		$1.07M Buy
12,750
+737
+6% +$64.9K 0.01% 1013
2023
Q2 		$1.09M Buy
12,013
+1,613
+16% +$137K 0.01% 1009
2023
Q1 		$892K Sell
10,400
-291
-3% -$25.3K 0.01% 1051
2022
Q4 		$564K Buy
10,691
+7,548
+240% +$632K 0.03% 537
2022
Q3 		$240K Sell
3,143
-472
-13% -$40.1K ﹤0.01% 1592
2022
Q2 		$292K Buy
3,615
+863
+31% +$75.9K ﹤0.01% 1662
2022
Q1 		$258K Buy
+2,752
New +$251K ﹤0.01% 1754

Other funds holding JPME

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
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
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Private Advisor Group's JPME Position: Q2 2026 in Review

Private Advisor Group reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 66% in Q2 2026, selling an estimated $1.54M and leaving 6,510 shares worth $809K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Private Advisor Group first reported a position in JPME in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.2M in Q1 2026. 38 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

  • Private Advisor Group held 6,510 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $809K as of Q2 2026.
  • Private Advisor Group sold 12,717 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $1.54M.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1491 holding.
  • Private Advisor Group first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • Private Advisor Group's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $2.2M in Q1 2026.
  • 38 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.