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 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 $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sanctuary Advisors's JPME Position: Q1 2026 in Review

Sanctuary Advisors reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 21% in Q1 2026, selling an estimated $1.69M and leaving 54,638 shares worth $6.26M. The position accounts for 0.03% of the portfolio, ranked #497.

Sanctuary Advisors first reported a position in JPME in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.54M in Q4 2025. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

Sanctuary Advisors held 54,638 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $6.26M as of Q1 2026.
Sanctuary Advisors sold 14,725 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $1.69M.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.03% of Sanctuary Advisors's portfolio in Q1 2026, its #497 holding.
Sanctuary Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $7.54M 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 Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.