WBI Investments’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

WBI Investments’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
2023 Q1	–	Sell	-3,192	Closed	-$269K	–	210
2022 Q4	$269K	Buy	+3,192	New	+$267K	0.06%	142
2021 Q2	–	Sell	-4,251	Closed	-$352K	–	216
2021 Q1	$352K	Buy	4,251 +680	+19%	+$54K	0.06%	161
2020 Q4	$268K	Sell	3,571 -12,058	-77%	-$850K	0.04%	155
2020 Q3	$1M	Buy	+15,629	New	+$1M	0.15%	72

Other funds holding JPME

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

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

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

WBI Investments's JPME Position: Q1 2023 in Review

WBI Investments sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2023, closing a stake of 3,192 shares — an estimated $269K sold.

WBI Investments first reported a position in JPME in Q3 2020 and held it in 4 quarters. The position peaked at $1M in Q3 2020. 60 funds tracked by Wall St. Rank hold JPME as of Q1 2023.

WBI Investments reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q1 2023 after selling out during the quarter.
WBI Investments sold 3,192 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2023, an estimated $269K.
WBI Investments first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2020 and held it in 4 quarters.
WBI Investments's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $1M in Q3 2020.
60 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2023.

Based on WBI Investments's 13F filing for Q1 2023, filed 15 May 2023.