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Raymond James Financial Services Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Raymond James Financial Services Advisors’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 		$1.54M Sell
14,685
-57
-0.4% -$5.7K ﹤0.01% 1886
2024
Q2 		$1.4M Sell
14,742
-394
-3% -$37.8K ﹤0.01% 1876
2024
Q1 		$1.5M Sell
15,136
-164
-1% -$15.3K ﹤0.01% 1811
2023
Q4 		$1.41M Sell
15,300
-1,219
-7% -$104K ﹤0.01% 1773
2023
Q3 		$1.38M Sell
16,519
-126
-0.8% -$11.1K ﹤0.01% 1730
2023
Q2 		$1.47M Sell
16,645
-2,869
-15% -$244K ﹤0.01% 1707
2023
Q1 		$1.67M Buy
19,514
+527
+3% +$45.7K ﹤0.01% 1595
2022
Q4 		$1.6M Sell
18,987
-626
-3% -$52.4K ﹤0.01% 1570
2022
Q3 		$1.5M Buy
19,613
+122
+0.6% +$10.4K ﹤0.01% 1589
2022
Q2 		$1.57M Sell
19,491
-431
-2% -$37.9K ﹤0.01% 1583
2022
Q1 		$1.86M Sell
19,922
-197
-1% -$18K ﹤0.01% 1542
2021
Q4 		$1.92M Sell
20,119
-783
-4% -$72.5K ﹤0.01% 1571
2021
Q3 		$1.83M Sell
20,902
-1,505
-7% -$134K ﹤0.01% 1538
2021
Q2 		$1.97M Sell
22,407
-978
-4% -$85.2K ﹤0.01% 1477
2021
Q1 		$1.94M Sell
23,385
-3,467
-13% -$275K ﹤0.01% 1423
2020
Q4 		$2.02M Sell
26,852
-10,397
-28% -$733K 0.01% 1290
2020
Q3 		$2.39M Sell
37,249
-7,877
-17% -$504K 0.01% 1075
2020
Q2 		$2.72M Sell
45,126
-10,489
-19% -$601K 0.01% 982
2020
Q1 		$2.77M Sell
55,615
-32,876
-37% -$2.11M 0.01% 752
2019
Q4 		$6.25M Buy
88,491
+1,044
+1% +$71.1K 0.02% 659
2019
Q3 		$5.84M Buy
87,447
+1,234
+1% +$81.7K 0.02% 641
2019
Q2 		$5.73M Buy
86,213
+17,985
+26% +$1.18M 0.02% 628
2019
Q1 		$4.44M Buy
68,228
+16,606
+32% +$1.05M 0.02% 699
2018
Q4 		$2.95M Sell
51,622
-200,175
-79% -$12.4M 0.02% 729
2018
Q3 		$16.9M Buy
251,797
+4,991
+2% +$334K 0.08% 286
2018
Q2 		$16M Buy
246,806
+17,861
+8% +$1.15M 0.08% 278
2018
Q1 		$14.5M Buy
228,945
+7,289
+3% +$470K 0.08% 272
2017
Q4 		$14.1M Buy
+221,656
New +$13.9M 0.09% 269

Other funds holding JPME

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
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
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Raymond James Financial Services Advisors's JPME Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 0.39% in Q3 2024, selling an estimated $5.7K and leaving 14,685 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Raymond James Financial Services Advisors first reported a position in JPME in Q4 2017 and has held it in 28 quarters since. The position peaked at $16.9M in Q3 2018. 82 funds tracked by Wall St. Rank hold JPME as of Q3 2024.

  • Raymond James Financial Services Advisors held 14,685 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $1.54M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 57 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2024, an estimated $5.7K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1886 holding.
  • Raymond James Financial Services Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2017 and has held it in 28 quarters since.
  • Raymond James Financial Services Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $16.9M 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 Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.