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

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

Systelligence LLC's JPME Position: Q1 2023 in Review

Systelligence LLC sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2023, closing a stake of 234,636 shares — an estimated $19.8M sold.

Systelligence LLC first reported a position in JPME in Q1 2022 and held it in 4 quarters. The position peaked at $20.6M in Q2 2022. 60 funds tracked by Wall St. Rank hold JPME as of Q1 2023.

Systelligence LLC reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q1 2023 after selling out during the quarter.
Systelligence LLC sold 234,636 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2023, an estimated $19.8M.
Systelligence LLC first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2022 and held it in 4 quarters.
Systelligence LLC's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $20.6M in Q2 2022.
60 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2023.

Based on Systelligence LLC's 13F filing for Q1 2023, filed 19 Apr 2023.