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Team Financial Group’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Team Financial Group’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
2026
Q2 		– Sell
-115
Closed -$13.2K – 164
2026
Q1 		$13.2K Hold
115
– – 0.01% 186
2025
Q4 		$12.5K Buy
115
+1
+0.9% +$108 0.01% 176
2025
Q3 		$12.4K Hold
114
– – 0.01% 175
2025
Q2 		$11.8K Buy
+114
New +$11.4K 0.01% 167

Other funds holding JPME

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $138M AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Team Financial Group's JPME Position: Q2 2026 in Review

Team Financial Group sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2026, closing a stake of 115 shares — an estimated $13.2K sold.

Team Financial Group first reported a position in JPME in Q2 2025 and held it in 4 quarters. The position peaked at $13.2K in Q1 2026. 28 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

  • Team Financial Group reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 115 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $13.2K.
  • Team Financial Group first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $13.2K in Q1 2026.
  • 28 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.