Sowell Financial Services’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-308	Closed	-$27K	–	1681
2021 Q1	$27K	Buy	308 +232	+305%	+$18.4K	﹤0.01%	1920
2020 Q4	$6K	Hold	76	–	–	﹤0.01%	2209
2020 Q3	$5K	Hold	76	–	–	﹤0.01%	1990
2020 Q2	$5K	Hold	76	–	–	﹤0.01%	1898
2020 Q1	$4K	Sell	76 -453	-86%	-$29.1K	﹤0.01%	1904
2019 Q4	$37K	Buy	529 +122	+30%	+$8.31K	﹤0.01%	1246
2019 Q3	$27K	Buy	+407	New	+$27K	﹤0.01%	1187

Other funds holding JPME

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return