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WealthShield Partners’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

WealthShield Partners’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
Q2 		– Sell
-34
Closed -$3.89K – 507
2026
Q1 		$3.89K Hold
34
– – ﹤0.01% 562
2025
Q4 		$3.69K Buy
+34
New +$3.68K ﹤0.01% 535

Other funds holding JPME

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $403M AUM 27.32% 1-Year Est. Return

WealthShield Partners's JPME Position: Q2 2026 in Review

WealthShield Partners sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2026, closing a stake of 34 shares — an estimated $3.89K sold.

WealthShield Partners first reported a position in JPME in Q4 2025 and held it in 2 quarters. The position peaked at $3.89K in Q1 2026. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

  • WealthShield Partners reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 34 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $3.89K.
  • WealthShield Partners first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2025 and held it in 2 quarters.
  • WealthShield Partners's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $3.89K in Q1 2026.
  • 107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.