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Rise Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Rise 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
2025
Q4 		– Sell
-96
Closed -$10.4K – 784
2025
Q3 		$10.4K Buy
96
+1
+1% +$107 ﹤0.01% 977
2025
Q2 		$9.89K Hold
95
– – ﹤0.01% 1002
2025
Q1 		$9.54K Buy
95
+1
+1% +$103 ﹤0.01% 1003
2024
Q4 		$9.68K Hold
94
– – ﹤0.01% 986
2024
Q3 		$9.86K Buy
94
+1
+1% +$100 ﹤0.01% 1010
2024
Q2 		$8.9K Hold
93
– – ﹤0.01% 1039
2024
Q1 		$9.22K Hold
93
– – ﹤0.01% 1054
2023
Q4 		$8.53K Buy
93
+1
+1% +$85 0.01% 336
2023
Q3 		$7.71K Sell
92
-35
-28% -$3.08K 0.01% 333
2023
Q2 		$11.2K Buy
127
+1
+0.8% +$85 0.01% 324
2023
Q1 		$10.8K Buy
+126
New +$10.9K 0.01% 348

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Rise Advisors's JPME Position: Q4 2025 in Review

Rise Advisors sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q4 2025, closing a stake of 96 shares — an estimated $10.4K sold.

Rise Advisors first reported a position in JPME in Q1 2023 and held it in 11 quarters. The position peaked at $11.2K in Q2 2023. 102 funds tracked by Wall St. Rank hold JPME as of Q4 2025.

  • Rise Advisors reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 96 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q4 2025, an estimated $10.4K.
  • Rise Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2023 and held it in 11 quarters.
  • Rise Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $11.2K in Q2 2023.
  • 102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.