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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
Q3 		$574K Hold
4,829
– – 0.03% 398
2026
Q2 		$599K Buy
4,829
+354
+8% +$42.9K 0.03% 385
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Manske Wealth Management
Manske Wealth Management Houston, Texas $427M AUM 20.62% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Stonehaven Wealth & Tax Solutions
Stonehaven Wealth & Tax Solutions Appleton, Wisconsin $105M AUM 11.31% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Cassilly Financial Group
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

Thoroughbred Financial Services's JPME Position: Q3 2026 in Review

Thoroughbred Financial Services held its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) position steady in Q3 2026 at 4,829 shares worth $574K. The position accounts for 0.03% of the portfolio, ranked #398.

Thoroughbred Financial Services first reported a position in JPME in Q3 2022 and has held it in 17 quarters since. The position peaked at $760K in Q3 2024. 55 funds tracked by Wall St. Rank hold JPME as of Q3 2026.

  • Thoroughbred Financial Services held 4,829 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $574K as of Q3 2026.
  • Thoroughbred Financial Services left its JPMorgan Diversified Return US Mid Cap Equity ETF share count unchanged in Q3 2026.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.03% of Thoroughbred Financial Services's portfolio in Q3 2026, its #398 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 17 quarters since.
  • Thoroughbred Financial Services's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $760K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2026.

Based on Thoroughbred Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.