SWP
JPME icon

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
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
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

Stratos Wealth Partners's JPME Position: Q1 2026 in Review

Stratos Wealth Partners reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 2.9% in Q1 2026, selling an estimated $14.9K and leaving 4,311 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #1069.

Stratos Wealth Partners first reported a position in JPME in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.32M in Q2 2023. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • Stratos Wealth Partners held 4,311 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $494K as of Q1 2026.
  • Stratos Wealth Partners sold 130 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $14.9K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1069 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 14 quarters since.
  • Stratos Wealth Partners's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $1.32M in Q2 2023.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.