Stratos Wealth Partners’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Stratos Wealth Partners’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	$536K	Hold	4,311	–	–	0.01%	1109
2026 Q1	$494K	Sell	4,311 -130	-3%	-$14.9K	0.01%	1069
2025 Q4	$483K	Sell	4,441 -14	-0.3%	-$1.51K	0.01%	1057
2025 Q3	$483K	Sell	4,455 -645	-13%	-$68.7K	0.01%	1030
2025 Q2	$529K	Sell	5,100 -62	-1%	-$6.18K	0.01%	904
2025 Q1	$519K	Sell	5,162 -4,317	-46%	-$446K	0.01%	873
2024 Q4	$971K	Sell	9,479 -20	-0.2%	-$2.12K	0.01%	709
2024 Q3	$998K	Sell	9,499 -58	-0.6%	-$5.8K	0.01%	685
2024 Q2	$910K	Sell	9,557 -475	-5%	-$45.6K	0.01%	686
2024 Q1	$995K	Sell	10,032 -3,984	-28%	-$372K	0.02%	647
2023 Q4	$1.29M	Sell	14,016 -1,259	-8%	-$108K	0.02%	532
2023 Q3	$1.28M	Buy	15,275 +309	+2%	+$27.2K	0.03%	486
2023 Q2	$1.32M	Buy	14,966 +9,542	+176%	+$812K	0.03%	454
2023 Q1	$465K	Sell	5,424 -4,210	-44%	-$365K	0.01%	727
2022 Q4	$811K	Buy	+9,634	New	+$806K	0.02%	570

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

Stratos Wealth Partners's JPME Position: Q2 2026 in Review

Stratos Wealth Partners held its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) position steady in Q2 2026 at 4,311 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #1109.

Stratos Wealth Partners first reported a position in JPME in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.32M in Q2 2023. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

Stratos Wealth Partners held 4,311 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $536K as of Q2 2026.
Stratos Wealth Partners left its JPMorgan Diversified Return US Mid Cap Equity ETF share count unchanged in Q2 2026.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1109 holding.
Stratos Wealth Partners first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2022 and has held it in 15 quarters since.
Stratos Wealth Partners's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $1.32M in Q2 2023.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.