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 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	$9.91M	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	$9.53M	Buy	+191,255	New	+$12.3M	2.23%	15

Other funds holding JPME

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

RVW Wealth's JPME Position: Q2 2026 in Review

RVW Wealth increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 0.23% in Q2 2026, buying an estimated $17.7K and bringing the position to 63,776 shares worth $7.92M. The position accounts for 0.52% of the portfolio, ranked #35.

RVW Wealth first reported a position in JPME in Q1 2020 and has held it in 26 quarters since. The position peaked at $18M in Q4 2020. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

RVW Wealth held 63,776 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $7.92M as of Q2 2026.
RVW Wealth bought 146 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $17.7K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.52% of RVW Wealth's portfolio in Q2 2026, its #35 holding.
RVW Wealth first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2020 and has held it in 26 quarters since.
RVW Wealth's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $18M in Q4 2020.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.