San Francisco Sentry Investment Group’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

San Francisco Sentry Investment Group’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
2021 Q2	$88K	Buy	1,005 +3	+0.3%	+$261	0.05%	290
2021 Q1	$83K	Sell	1,002 -67	-6%	-$5.32K	0.04%	319
2020 Q4	$80K	Sell	1,069 -53	-5%	-$3.74K	0.04%	303
2020 Q3	$72K	Buy	1,122 +4	+0.4%	+$256	0.04%	297
2020 Q2	$67K	Sell	1,118 -455	-29%	-$26.1K	0.04%	297
2020 Q1	$78K	Buy	1,573 +7	+0.4%	+$449	0.05%	239
2019 Q4	$111K	Buy	1,566 +9	+0.6%	+$613	0.05%	274
2019 Q3	$104K	Buy	1,557 +14	+0.9%	+$927	0.05%	272
2019 Q2	$103K	Hold	1,543	–	–	0.05%	274
2019 Q1	$100K	Buy	1,543 +4	+0.3%	+$252	0.04%	309
2018 Q4	$88K	Buy	1,539 +14	+0.9%	+$870	0.04%	304
2018 Q3	$102K	Buy	1,525 +1,205	+377%	+$80.7K	0.04%	312
2018 Q2	$21K	Buy	+320	New	+$20.6K	0.01%	487

Other funds holding JPME

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

San Francisco Sentry Investment Group's JPME Position: Q2 2021 in Review

San Francisco Sentry Investment Group increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 0.3% in Q2 2021, buying an estimated $261 and bringing the position to 1,005 shares worth $88K. The position accounts for 0.05% of the portfolio, ranked #290.

San Francisco Sentry Investment Group first reported a position in JPME in Q2 2018 and has held it in 13 quarters since. The position peaked at $111K in Q4 2019. 35 funds tracked by Wall St. Rank hold JPME as of Q2 2021.

San Francisco Sentry Investment Group held 1,005 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $88K as of Q2 2021.
San Francisco Sentry Investment Group bought 3 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2021, an estimated $261.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.05% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #290 holding.
San Francisco Sentry Investment Group first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2018 and has held it in 13 quarters since.
San Francisco Sentry Investment Group's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $111K in Q4 2019.
35 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.