UBS Group
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UBS Group’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

UBS Group’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
Q1 		$5.73K Buy
+50
New +$5.75K ﹤0.01% 8748
2025
Q3 		– Sell
-504
Closed -$52.3K – 10619
2025
Q2 		$52.3K Buy
+504
New +$50.3K ﹤0.01% 7731
2025
Q1 		– Sell
-653
Closed -$66.9K – 10487
2024
Q4 		$66.9K Buy
+653
New +$69.3K ﹤0.01% 7113
2024
Q2 		– Sell
-4,864
Closed -$482K – 9803
2024
Q1 		$482K Buy
+4,864
New +$454K ﹤0.01% 5235
2023
Q3 		– Sell
-1,900
Closed -$168K – 9719
2023
Q2 		$168K Buy
1,900
+1,672
+733% +$142K ﹤0.01% 5605
2023
Q1 		$19.6K Sell
228
-320
-58% -$27.8K ﹤0.01% 7102
2022
Q4 		$46.1K Sell
548
-4,532
-89% -$379K ﹤0.01% 6844
2022
Q3 		$388K Buy
+5,080
New +$431K ﹤0.01% 4558
2022
Q1 		– Sell
-2
Closed – – 10577
2021
Q4 		$0 Sell
2
-1,608
-100% -$149K ﹤0.01% 10477
2021
Q3 		$141K Buy
+1,610
New +$144K ﹤0.01% 5582
2020
Q3 		– Sell
-635
Closed -$38K – 8217
2020
Q2 		$38K Buy
+635
New +$36.4K ﹤0.01% 6099
2020
Q1 		– Sell
-139
Closed -$10K – 8176
2019
Q4 		$10K Sell
139
-1,943
-93% -$132K ﹤0.01% 7288
2019
Q3 		$139K Buy
+2,082
New +$138K ﹤0.01% 5542
2019
Q1 		– Sell
-52
Closed -$3K – 7934
2018
Q4 		$3K Sell
52
-97
-65% -$6.03K ﹤0.01% 7718
2018
Q3 		$10K Buy
+149
New +$9.98K ﹤0.01% 7168

Other funds holding JPME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

UBS Group's JPME Position: Q1 2026 in Review

UBS Group opened a new position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2026: 50 shares worth $5.73K. The stake represents ﹤0.01% of the portfolio and ranks #8748 among its holdings. This is a return to the name: UBS Group previously reported a position in JPME as recently as Q2 2025.

UBS Group first reported a position in JPME in Q3 2018 and has held it in 15 quarters since. The position peaked at $482K in Q1 2024. 110 funds tracked by Wall St. Rank hold JPME as of Q1 2026.

  • UBS Group held 50 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $5.73K as of Q1 2026.
  • JPMorgan Diversified Return US Mid Cap Equity ETF was a new UBS Group position in Q1 2026.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8748 holding.
  • UBS Group first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2018 and has held it in 15 quarters since.
  • UBS Group's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $482K in Q1 2024.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.