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

Sanctuary 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
2026 Q2	$6.89M	Buy	55,464 +826	+2%	+$100K	0.03%	503
2026 Q1	$6.26M	Sell	54,638 -14,725	-21%	-$1.69M	0.03%	497
2025 Q4	$7.54M	Buy	69,363 +2,349	+4%	+$254K	0.04%	436
2025 Q3	$7.27M	Buy	67,014 +21,190	+46%	+$2.26M	0.04%	422
2025 Q2	$4.75M	Buy	45,824 +361	+0.8%	+$36K	0.03%	529
2025 Q1	$4.57M	Sell	45,463 -115	-0.3%	-$11.9K	0.03%	487
2024 Q4	$4.86M	Buy	45,578 +626	+1%	+$66.4K	0.03%	505
2024 Q3	$4.94M	Sell	44,952 -9	-0%	-$900	0.03%	508
2024 Q2	$4.26M	Buy	+44,961	New	+$4.32M	0.03%	511

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

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

MWM

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

Sanctuary Advisors's JPME Position: Q2 2026 in Review

Sanctuary Advisors increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 1.5% in Q2 2026, buying an estimated $100K and bringing the position to 55,464 shares worth $6.89M. The position accounts for 0.03% of the portfolio, ranked #503.

Sanctuary Advisors first reported a position in JPME in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.54M in Q4 2025. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

Sanctuary Advisors held 55,464 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $6.89M as of Q2 2026.
Sanctuary Advisors bought 826 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $100K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.03% of Sanctuary Advisors's portfolio in Q2 2026, its #503 holding.
Sanctuary Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $7.54M in Q4 2025.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.