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

Sanctuary Wealth Management’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
2024
Q4 		$170K Sell
1,654
-167
-9% -$17.7K 0.11% 46
2024
Q3 		$191K Hold
1,821
– – 0.14% 44
2024
Q2 		$173K Sell
1,821
-9
-0.5% -$864 0.13% 45
2024
Q1 		$181K Sell
1,830
-445
-20% -$41.5K 0.15% 41
2023
Q4 		$209K Buy
2,275
+399
+21% +$34.1K 0.2% 35
2023
Q3 		$157K Buy
1,876
+1,320
+237% +$116K 0.17% 35
2023
Q2 		$49.1K Buy
+556
New +$47.3K 0.05% 77

Other funds holding JPME

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sanctuary Wealth Management's JPME Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 9.2% in Q4 2024, selling an estimated $17.7K and leaving 1,654 shares worth $170K. The position accounts for 0.11% of the portfolio, ranked #46.

Sanctuary Wealth Management first reported a position in JPME in Q2 2023 and has held it in 7 quarters since. The position peaked at $209K in Q4 2023. 88 funds tracked by Wall St. Rank hold JPME as of Q4 2024.

  • Sanctuary Wealth Management held 1,654 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $170K as of Q4 2024.
  • Sanctuary Wealth Management sold 167 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q4 2024, an estimated $17.7K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.11% of Sanctuary Wealth Management's portfolio in Q4 2024, its #46 holding.
  • Sanctuary Wealth Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2023 and has held it in 7 quarters since.
  • Sanctuary Wealth Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $209K in Q4 2023.
  • 88 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.