Stifel Financial
JPME icon

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

Stifel Financial’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 		$1.8M Sell
15,678
-6,711
-30% -$771K ﹤0.01% 2043
2025
Q4 		$2.43M Buy
22,389
+646
+3% +$69.8K ﹤0.01% 1793
2025
Q3 		$2.36M Buy
21,743
+1,416
+7% +$151K ﹤0.01% 1799
2025
Q2 		$2.11M Buy
20,327
+1,564
+8% +$156K ﹤0.01% 1816
2025
Q1 		$1.89M Buy
18,763
+6,937
+59% +$717K ﹤0.01% 1800
2024
Q4 		$1.21M Buy
11,826
+1,820
+18% +$193K ﹤0.01% 2132
2024
Q3 		$1.05M Buy
10,006
+1,368
+16% +$137K ﹤0.01% 2191
2024
Q2 		$822K Buy
8,638
+3,423
+66% +$329K ﹤0.01% 2306
2024
Q1 		$517K Buy
5,215
+2,894
+125% +$270K ﹤0.01% 2590
2023
Q4 		$213K Buy
+2,321
New +$198K ﹤0.01% 3033

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 $1.43B AUM 22.6% 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

Stifel Financial's JPME Position: Q1 2026 in Review

Stifel Financial reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 30% in Q1 2026, selling an estimated $771K and leaving 15,678 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

Stifel Financial first reported a position in JPME in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.43M in Q4 2025. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • Stifel Financial held 15,678 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $1.8M as of Q1 2026.
  • Stifel Financial sold 6,711 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $771K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2043 holding.
  • Stifel Financial first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • Stifel Financial's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $2.43M in Q4 2025.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.