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Teamwork Financial Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Teamwork Financial Advisors’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
-2,216
Closed -$223K – 197
2025
Q1 		$223K Sell
2,216
-124,607
-98% -$12.9M 0.03% 160
2024
Q4 		$13M Buy
126,823
+8,693
+7% +$922K 1.69% 23
2024
Q3 		$12.4M Buy
118,130
+113,569
+2,490% +$11.4M 1.72% 27
2024
Q2 		$434K Buy
+4,561
New +$438K 0.06% 99

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

Teamwork Financial Advisors's JPME Position: Q2 2025 in Review

Teamwork Financial Advisors sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2025, closing a stake of 2,216 shares — an estimated $223K sold.

Teamwork Financial Advisors first reported a position in JPME in Q2 2024 and held it in 4 quarters. The position peaked at $13M in Q4 2024. 89 funds tracked by Wall St. Rank hold JPME as of Q2 2025.

  • Teamwork Financial Advisors reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Teamwork Financial Advisors sold 2,216 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2025, an estimated $223K.
  • Teamwork Financial Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q2 2024 and held it in 4 quarters.
  • Teamwork Financial Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $13M in Q4 2024.
  • 89 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2025.

Based on Teamwork Financial Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.