WF
JPME icon

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
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
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return