Tortoise Investment Management’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Tortoise Investment Management’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 Q1	–	Sell	-25	Closed	-$2.56K	–	860
2024 Q4	$2.56K	Hold	25	–	–	﹤0.01%	744
2024 Q3	$2.63K	Hold	25	–	–	﹤0.01%	747
2024 Q2	$2.38K	Hold	25	–	–	﹤0.01%	765
2024 Q1	$2.48K	Hold	25	–	–	﹤0.01%	751
2023 Q4	$2.3K	Hold	25	–	–	﹤0.01%	692
2023 Q3	$2.09K	Buy	+25	New	+$2.2K	﹤0.01%	694

Other funds holding JPME

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

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

Tortoise Investment Management's JPME Position: Q1 2025 in Review

Tortoise Investment Management sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2025, closing a stake of 25 shares — an estimated $2.56K sold.

Tortoise Investment Management first reported a position in JPME in Q3 2023 and held it in 6 quarters. The position peaked at $2.63K in Q3 2024. 86 funds tracked by Wall St. Rank hold JPME as of Q1 2025.

Tortoise Investment Management reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
Tortoise Investment Management sold 25 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2025, an estimated $2.56K.
Tortoise Investment Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2023 and held it in 6 quarters.
Tortoise Investment Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $2.63K in Q3 2024.
86 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2025.

Based on Tortoise Investment Management's 13F filing for Q1 2025, filed 14 May 2025.