SL
JPME icon

Systelligence LLC’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Systelligence LLC’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
2023
Q1 		– Sell
-234,636
Closed -$19.8M – 45
2022
Q4 		$19.8M Sell
234,636
-15,456
-6% -$1.29M 5.15% 4
2022
Q3 		$19.1M Sell
250,092
-5,145
-2% -$437K 5.84% 4
2022
Q2 		$20.6M Buy
255,237
+203,369
+392% +$17.9M 5.98% 3
2022
Q1 		$4.85M Buy
+51,868
New +$4.74M 1.05% 32

Other funds holding JPME

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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 $376B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return