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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Thoroughbred Financial Services's JPME Position: Q2 2026 in Review

Thoroughbred Financial Services increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 7.9% in Q2 2026, buying an estimated $42.9K and bringing the position to 4,829 shares worth $599K. The position accounts for 0.03% of the portfolio, ranked #385.

Thoroughbred Financial Services first reported a position in JPME in Q3 2022 and has held it in 16 quarters since. The position peaked at $760K in Q3 2024. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

Thoroughbred Financial Services held 4,829 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $599K as of Q2 2026.
Thoroughbred Financial Services bought 354 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $42.9K.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.03% of Thoroughbred Financial Services's portfolio in Q2 2026, its #385 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 16 quarters since.
Thoroughbred Financial Services's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $760K in Q3 2024.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.