SW
JPME icon

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

SVB Wealth’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
2025
Q2 		– Sell
-192
Closed -$19.3K – 1081
2025
Q1 		$19.3K Buy
+192
New +$19.8K ﹤0.01% 754

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SVB Wealth's JPME Position: Q2 2025 in Review

SVB Wealth sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2025, closing a stake of 192 shares — an estimated $19.3K sold.

SVB Wealth first reported a position in JPME in Q1 2025 and held it in 1 quarter. The position peaked at $19.3K in Q1 2025. 89 funds tracked by Wall St. Rank hold JPME as of Q2 2025.

  • SVB Wealth reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 192 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2025, an estimated $19.3K.
  • SVB Wealth first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $19.3K in Q1 2025.
  • 89 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.