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

TCWP’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
2022 Q2	–	Sell	-9	Closed	–	–	1032
2022 Q1	$0	Buy	+9	New	+$822	﹤0.01%	1811

Other funds holding JPME

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCWP's JPME Position: Q2 2022 in Review

TCWP sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2022, closing a stake of 9 shares.

TCWP first reported a position in JPME in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 46 funds tracked by Wall St. Rank hold JPME as of Q2 2022.

TCWP reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 9 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2022.
TCWP first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2022 and held it in 1 quarter.
TCWP's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $0 in Q1 2022.
46 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.