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Private Trust Company’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Private Trust Company’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 		$208K Buy
1,817
+608
+50% +$69.9K 0.02% 755
2025
Q4 		$131K Buy
1,209
+44
+4% +$4.76K 0.01% 913
2025
Q3 		$126K Buy
1,165
+634
+119% +$67.5K 0.01% 929
2025
Q2 		$55.1K Sell
531
-81
-13% -$8.08K 0.01% 1180
2025
Q1 		$61.5K Buy
612
+221
+57% +$22.8K 0.01% 1103
2024
Q4 		$40.1K Sell
391
-121
-24% -$12.8K ﹤0.01% 1255
2024
Q3 		$53.8K Buy
512
+15
+3% +$1.5K 0.01% 1113
2024
Q2 		$47.3K Buy
497
+313
+170% +$30K 0.01% 1136
2024
Q1 		$18.2K Buy
184
+34
+23% +$3.17K ﹤0.01% 1458
2023
Q4 		$13.8K Sell
150
-90
-38% -$7.69K ﹤0.01% 1540
2023
Q3 		$20.1K Buy
+240
New +$21.1K ﹤0.01% 1353

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

Private Trust Company's JPME Position: Q1 2026 in Review

Private Trust Company increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 50% in Q1 2026, buying an estimated $69.9K and bringing the position to 1,817 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #755.

Private Trust Company first reported a position in JPME in Q3 2023 and has held it in 11 quarters since. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • Private Trust Company held 1,817 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $208K as of Q1 2026.
  • Private Trust Company bought 608 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $69.9K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.02% of Private Trust Company's portfolio in Q1 2026, its #755 holding.
  • Private Trust Company first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2023 and has held it in 11 quarters since.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.