True Wealth Design’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

True Wealth Design’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	–	Sell	-17	Closed	-$2.11K	–	2686
2026 Q2	$2.11K	Hold	17	–	–	﹤0.01%	1668
2026 Q1	$1.95K	Buy	+17	New	+$1.95K	﹤0.01%	1552

Other funds holding JPME

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CFG

Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's JPME Position: Q3 2026 in Review

True Wealth Design sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q3 2026, closing a stake of 17 shares — an estimated $2.11K sold.

True Wealth Design first reported a position in JPME in Q1 2026 and held it in 2 quarters. The position peaked at $2.11K in Q2 2026. 7 funds tracked by Wall St. Rank hold JPME as of Q3 2026.

True Wealth Design reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 17 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2026, an estimated $2.11K.
True Wealth Design first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2026 and held it in 2 quarters.
True Wealth Design's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $2.11K in Q2 2026.
7 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.