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

SeaCrest 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
2022
Q3 		– Sell
-245
Closed -$20K – 1084
2022
Q2 		$20K Buy
+245
New +$21.5K ﹤0.01% 1476

Other funds holding JPME

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SeaCrest Wealth Management's JPME Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q3 2022, closing a stake of 245 shares — an estimated $20K sold.

SeaCrest Wealth Management first reported a position in JPME in Q2 2022 and held it in 1 quarter. The position peaked at $20K in Q2 2022. 53 funds tracked by Wall St. Rank hold JPME as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 245 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2022, an estimated $20K.
  • SeaCrest Wealth Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $20K in Q2 2022.
  • 53 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.