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 Q2	$2.88M	Buy	23,200 +310	+1%	+$37.5K	2.31%	12
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 New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's JPME Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 1.4% in Q2 2026, buying an estimated $37.5K and bringing the position to 23,200 shares worth $2.88M. The position accounts for 2.31% of the portfolio, ranked #12.

Stonehaven Wealth & Tax Solutions first reported a position in JPME in Q4 2024 and has held it in 7 quarters since. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 23,200 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $2.88M as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 310 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $37.5K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 2.31% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #12 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 7 quarters since.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.