Steward Partners Investment Advisory’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Steward Partners Investment Advisory’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	$65.4K	Buy	571 +29	+5%	+$3.33K	﹤0.01%	2626
2025 Q4	$58.9K	Sell	542 -414	-43%	-$44.8K	﹤0.01%	2584
2025 Q3	$104K	Sell	956 -139	-13%	-$14.8K	﹤0.01%	2215
2025 Q2	$114K	Buy	1,095 +57	+5%	+$5.68K	﹤0.01%	2041
2025 Q1	$104K	Hold	1,038	–	–	﹤0.01%	1988
2024 Q4	$106K	Buy	+1,038	New	+$110K	﹤0.01%	1943
2019 Q4	–	Sell	-175	Closed	-$11K	–	2666
2019 Q3	$11K	Hold	175	–	–	﹤0.01%	1950
2019 Q2	$11K	Buy	+175	New	+$11.5K	﹤0.01%	1943

Other funds holding JPME

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Steward Partners Investment Advisory's JPME Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 5.4% in Q1 2026, buying an estimated $3.33K and bringing the position to 571 shares worth $65.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2626.

Steward Partners Investment Advisory first reported a position in JPME in Q2 2019 and has held it in 8 quarters since. The position peaked at $114K in Q2 2025. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

Steward Partners Investment Advisory held 571 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $65.4K as of Q1 2026.
Steward Partners Investment Advisory bought 29 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $3.33K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2626 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2019 and has held it in 8 quarters since.
Steward Partners Investment Advisory's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $114K in Q2 2025.
110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.