Raymond James & Associates’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Raymond James & Associates’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
2024 Q3	$214K	Buy	+2,039	New	+$204K	﹤0.01%	3608
2024 Q2	–	Sell	-2,027	Closed	-$201K	–	4031
2024 Q1	$201K	Buy	+2,027	New	+$189K	﹤0.01%	3617
2023 Q4	–	Sell	-3,845	Closed	-$322K	–	3887
2023 Q3	$322K	Buy	3,845 +840	+28%	+$73.9K	﹤0.01%	3175
2023 Q2	$265K	Buy	+3,005	New	+$256K	﹤0.01%	3331
2020 Q1	–	Sell	-3,463	Closed	-$245K	–	3613
2019 Q4	$245K	Hold	3,463	–	–	﹤0.01%	3216
2019 Q3	$231K	Sell	3,463 -470	-12%	-$31.1K	﹤0.01%	3170
2019 Q2	$261K	Sell	3,933 -357	-8%	-$23.4K	﹤0.01%	3090
2019 Q1	$279K	Sell	4,290 -23,653	-85%	-$1.49M	﹤0.01%	3020
2018 Q4	$1.6M	Sell	27,943 -18,734	-40%	-$1.16M	﹤0.01%	1798
2018 Q3	$3.13M	Buy	46,677 +27,589	+145%	+$1.85M	﹤0.01%	1523
2018 Q2	$1.24M	Buy	19,088 +14,195	+290%	+$914K	﹤0.01%	2053
2018 Q1	$311K	Buy	+4,893	New	+$315K	﹤0.01%	2858

Other funds holding JPME

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

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

Raymond James & Associates's JPME Position: Q3 2024 in Review

Raymond James & Associates opened a new position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q3 2024: 2,039 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #3608 among its holdings. This is a return to the name: Raymond James & Associates previously reported a position in JPME as recently as Q1 2024.

Raymond James & Associates first reported a position in JPME in Q1 2018 and has held it in 12 quarters since. The position peaked at $3.13M in Q3 2018. 82 funds tracked by Wall St. Rank hold JPME as of Q3 2024.

Raymond James & Associates held 2,039 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $214K as of Q3 2024.
JPMorgan Diversified Return US Mid Cap Equity ETF was a new Raymond James & Associates position in Q3 2024.
JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3608 holding.
Raymond James & Associates first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2018 and has held it in 12 quarters since.
Raymond James & Associates's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $3.13M in Q3 2018.
82 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.