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	–	1680
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

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

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

Sowell Financial Services's JPME Position: Q2 2021 in Review

Sowell Financial Services sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2021, closing a stake of 308 shares — an estimated $27K sold.

Sowell Financial Services first reported a position in JPME in Q3 2019 and held it in 7 quarters. The position peaked at $37K in Q4 2019. 35 funds tracked by Wall St. Rank hold JPME as of Q2 2021.

Sowell Financial Services reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 308 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2021, an estimated $27K.
Sowell Financial Services first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $37K in Q4 2019.
35 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.