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Root Financial Partners’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Root Financial Partners’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 		– Sell
-36
Closed -$3.91K – 3517
2025
Q4 		$3.91K Buy
+36
New +$3.89K ﹤0.01% 1836

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

Root Financial Partners's JPME Position: Q1 2026 in Review

Root Financial Partners sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2026, closing a stake of 36 shares — an estimated $3.91K sold.

Root Financial Partners first reported a position in JPME in Q4 2025 and held it in 1 quarter. The position peaked at $3.91K in Q4 2025. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • Root Financial Partners reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 36 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $3.91K.
  • Root Financial Partners first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2025 and held it in 1 quarter.
  • Root Financial Partners's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $3.91K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.