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Smartleaf Asset Management’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Smartleaf Asset 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
2026
Q1 		$14.5K Hold
129
– – ﹤0.01% 2137
2025
Q4 		$14.1K Buy
129
+3
+2% +$324 ﹤0.01% 2218
2025
Q3 		$13.6K Sell
126
-43
-25% -$4.58K ﹤0.01% 1985
2025
Q2 		$17.5K Sell
169
-22
-12% -$2.19K ﹤0.01% 1608
2025
Q1 		$19.1K Buy
+191
New +$19.7K ﹤0.01% 1627

Other funds holding JPME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RW
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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Smartleaf Asset Management's JPME Position: Q1 2026 in Review

Smartleaf Asset Management held its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) position steady in Q1 2026 at 129 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2137.

Smartleaf Asset Management first reported a position in JPME in Q1 2025 and has held it in 5 quarters since. The position peaked at $19.1K in Q1 2025. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • Smartleaf Asset Management held 129 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $14.5K as of Q1 2026.
  • Smartleaf Asset Management left its JPMorgan Diversified Return US Mid Cap Equity ETF share count unchanged in Q1 2026.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2137 holding.
  • Smartleaf Asset Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Smartleaf Asset Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $19.1K in Q1 2025.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.