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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
Q2 		$2.11K Hold
17
– – ﹤0.01% 1668
2026
Q1 		$1.95K Buy
+17
New +$1.95K ﹤0.01% 1552

Other funds holding JPME

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $138M AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GCM
Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

True Wealth Design's JPME Position: Q2 2026 in Review

True Wealth Design held its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) position steady in Q2 2026 at 17 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

True Wealth Design first reported a position in JPME in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

  • True Wealth Design held 17 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $2.11K as of Q2 2026.
  • True Wealth Design left its JPMorgan Diversified Return US Mid Cap Equity ETF share count unchanged in Q2 2026.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1668 holding.
  • True Wealth Design first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.