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 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

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

Wayfinding Financial's JPME Position: Q2 2025 in Review

Wayfinding Financial sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2025, closing a stake of 281 shares — an estimated $28K sold.

Wayfinding Financial first reported a position in JPME in Q3 2022 and held it in 6 quarters. The position peaked at $2.18M in Q2 2023. 89 funds tracked by Wall St. Rank hold JPME as of Q2 2025.

Wayfinding Financial reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 281 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2025, an estimated $28K.
Wayfinding Financial first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2022 and held it in 6 quarters.
Wayfinding Financial's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $2.18M in Q2 2023.
89 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.