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Stonehaven Wealth & Tax Solutions’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$2.62M Buy
22,890
+173
+0.8% +$19.9K 2.32% 11
2025
Q4 		$2.47M Buy
22,717
+595
+3% +$64.3K 2.22% 12
2025
Q3 		$2.4M Sell
22,122
-148
-0.7% -$15.8K 2.22% 11
2025
Q2 		$2.31M Buy
22,270
+1,116
+5% +$111K 2.25% 11
2025
Q1 		$2.13M Buy
21,154
+4,133
+24% +$427K 2.25% 12
2024
Q4 		$1.74M Buy
+17,021
New +$1.81M 1.9% 14

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

Stonehaven Wealth & Tax Solutions's JPME Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 0.76% in Q1 2026, buying an estimated $19.9K and bringing the position to 22,890 shares worth $2.62M. The position accounts for 2.32% of the portfolio, ranked #11.

Stonehaven Wealth & Tax Solutions first reported a position in JPME in Q4 2024 and has held it in 6 quarters since. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 22,890 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $2.62M as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions bought 173 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $19.9K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 2.32% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #11 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.