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WF
Wayfinding Financial’s
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
Stock Holding History
Wayfinding Financial’s Portfolio
JPME Stock Details
JPME Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-281
Closed
-$28K
–
451
2025
Q1
$28K
Buy
+281
New
+$29K
0.01%
486
2024
Q1
–
Sell
-23,113
Closed
-$2.12M
–
129
2023
Q4
$2.12M
Sell
23,113
-196
-0.8%
-$16.7K
1.45%
20
2023
Q3
$1.92M
Sell
23,309
-718
-3%
-$63.2K
1.45%
16
2023
Q2
$2.18M
Sell
24,027
-624
-3%
-$53.1K
1.51%
15
2023
Q1
$2.11M
Buy
+24,651
New
+$2.14M
1.61%
15
2022
Q4
–
Sell
-26,816
Closed
-$2.05M
–
92
2022
Q3
$2.05M
Buy
+26,816
New
+$2.28M
1.91%
13
Other funds holding JPME
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
DAS
Dynamic Advisor Solutions
Phoenix, Arizona
$3.53B AUM
22.61%
1-Year Est. Return
Cerity Partners
New York
$70.8B AUM
21.68%
1-Year Est. Return
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
CW
CreativeOne Wealth
Overland Park, Kansas
$4.31B AUM
19.42%
1-Year Est. Return
RW
RVW Wealth
Los Angeles, California
$1.52B AUM
23.06%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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