RVW Wealth
JPME icon

RVW Wealth’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

RVW Wealth’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
Q3 		$7.54M Sell
63,356
-420
-0.7% -$52.7K 0.48% 36
2026
Q2 		$7.92M Buy
63,776
+146
+0.2% +$17.7K 0.52% 35
2026
Q1 		$7.29M Sell
63,630
-1,732
-3% -$199K 0.57% 31
2025
Q4 		$7.1M Sell
65,362
-1,809
-3% -$196K 0.54% 35
2025
Q3 		$7.28M Sell
67,171
-1,035
-2% -$110K 0.57% 34
2025
Q2 		$7.07M Sell
68,206
-994
-1% -$99.1K 0.6% 32
2025
Q1 		$6.96M Sell
69,200
-3,608
-5% -$373K 0.66% 32
2024
Q4 		$7.46M Sell
72,808
-564
-0.8% -$59.8K 0.7% 32
2024
Q3 		$7.71M Sell
73,372
-1,173
-2% -$117K 0.72% 33
2024
Q2 		$7.1M Sell
74,545
-2,111
-3% -$203K 0.71% 33
2024
Q1 		$7.6M Sell
76,656
-14,909
-16% -$1.39M 0.78% 33
2023
Q4 		$8.41M Sell
91,565
-4,543
-5% -$388K 0.92% 31
2023
Q3 		$8.04M Sell
96,108
-2,238
-2% -$197K 0.97% 32
2023
Q2 		$8.68M Sell
98,346
-4,408
-4% -$375K 1.02% 30
2023
Q1 		$8.82M Sell
102,754
-648
-0.6% -$56.2K 1.09% 31
2022
Q4 		$8.7M Sell
103,402
-1,818
-2% -$152K 1.11% 29
2022
Q3 		$8.04M Sell
105,220
-93
-0.1% -$7.89K 1.13% 32
2022
Q2 		$8.5M Sell
105,313
-597
-0.6% -$52.5K 1.14% 31
2022
Q1 		$9.9M Sell
105,910
-277
-0.3% -$25.3K 1.14% 31
2021
Q4 		$10.1M Sell
106,187
-3,568
-3% -$330K 1.13% 30
2021
Q3 		$10M Sell
109,755
-5,717
-5% -$510K 1.2% 30
2021
Q2 		$10M Sell
115,472
-1,796
-2% -$156K 1.25% 30
2021
Q1 		$10M Sell
117,268
-127,237
-52% -$10.1M 1.31% 30
2020
Q4 		$18M Buy
244,505
+5,256
+2% +$370K 2.64% 16
2020
Q3 		$15.3M Sell
239,249
-2,189
-0.9% -$140K 2.59% 18
2020
Q2 		$14.6M Buy
241,438
+50,183
+26% +$2.88M 2.66% 16
2020
Q1 		$9.5M Buy
+191,255
New +$12.3M 2.23% 15

Other funds holding JPME

1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Stonehaven Wealth & Tax Solutions
Stonehaven Wealth & Tax Solutions Appleton, Wisconsin $105M AUM 11.31% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Cassilly Financial Group
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

RVW Wealth's JPME Position: Q3 2026 in Review

RVW Wealth reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 0.66% in Q3 2026, selling an estimated $52.7K and leaving 63,356 shares worth $7.54M. The position accounts for 0.48% of the portfolio, ranked #36.

RVW Wealth first reported a position in JPME in Q1 2020 and has held it in 27 quarters since. The position peaked at $18M in Q4 2020. 21 funds tracked by Wall St. Rank hold JPME as of Q3 2026.

  • RVW Wealth held 63,356 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $7.54M as of Q3 2026.
  • RVW Wealth sold 420 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2026, an estimated $52.7K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.48% of RVW Wealth's portfolio in Q3 2026, its #36 holding.
  • RVW Wealth first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2020 and has held it in 27 quarters since.
  • RVW Wealth's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $18M in Q4 2020.
  • 21 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.