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Thoroughbred Financial Services’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Thoroughbred Financial Services’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
Q1 		$512K Sell
4,475
-351
-7% -$40.4K 0.03% 383
2025
Q4 		$524K Sell
4,826
-63
-1% -$6.81K 0.03% 372
2025
Q3 		$530K Hold
4,889
– – 0.03% 372
2025
Q2 		$507K Hold
4,889
– – 0.04% 372
2025
Q1 		$491K Sell
4,889
-2,419
-33% -$250K 0.03% 425
2024
Q4 		$748K Buy
7,308
+71
+1% +$7.53K 0.05% 333
2024
Q3 		$760K Buy
7,237
+341
+5% +$34.1K 0.05% 326
2024
Q2 		$656K Buy
6,896
+118
+2% +$11.3K 0.04% 335
2024
Q1 		$672K Sell
6,778
-149
-2% -$13.9K 0.06% 259
2023
Q4 		$636K Buy
6,927
+111
+2% +$9.48K 0.05% 319
2023
Q3 		$570K Buy
6,816
+151
+2% +$13.3K 0.06% 303
2023
Q2 		$588K Buy
6,665
+1
+0% +$85 0.08% 232
2023
Q1 		$571K Buy
6,664
+53
+0.8% +$4.6K 0.08% 233
2022
Q4 		$556K Buy
6,611
+2,218
+50% +$186K 0.09% 230
2022
Q3 		$335K Buy
+4,393
New +$373K 0.06% 257

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Thoroughbred Financial Services's JPME Position: Q1 2026 in Review

Thoroughbred Financial Services reduced its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 7.3% in Q1 2026, selling an estimated $40.4K and leaving 4,475 shares worth $512K. The position accounts for 0.03% of the portfolio, ranked #383.

Thoroughbred Financial Services first reported a position in JPME in Q3 2022 and has held it in 15 quarters since. The position peaked at $760K in Q3 2024. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • Thoroughbred Financial Services held 4,475 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $512K as of Q1 2026.
  • Thoroughbred Financial Services sold 351 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2026, an estimated $40.4K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.03% of Thoroughbred Financial Services's portfolio in Q1 2026, its #383 holding.
  • Thoroughbred Financial Services first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2022 and has held it in 15 quarters since.
  • Thoroughbred Financial Services's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $760K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.