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

Summit 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
2020
Q4 		– Sell
-6,031
Closed -$387K – 150
2020
Q3 		$387K Buy
6,031
+251
+4% +$16.1K 0.12% 102
2020
Q2 		$349K Buy
+5,780
New +$331K 0.11% 104

Other funds holding JPME

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Summit Wealth Partners's JPME Position: Q4 2020 in Review

Summit Wealth Partners sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q4 2020, closing a stake of 6,031 shares — an estimated $387K sold.

Summit Wealth Partners first reported a position in JPME in Q2 2020 and held it in 2 quarters. The position peaked at $387K in Q3 2020. 32 funds tracked by Wall St. Rank hold JPME as of Q4 2020.

  • Summit Wealth Partners reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q4 2020 after selling out during the quarter.
  • Summit Wealth Partners sold 6,031 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q4 2020, an estimated $387K.
  • Summit Wealth Partners first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2020 and held it in 2 quarters.
  • Summit Wealth Partners's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $387K in Q3 2020.
  • 32 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q4 2020.

Based on Summit Wealth Partners's 13F filing for Q4 2020, filed 10 Sep 2024.