ZF
JPME icon

Zega Financial’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Zega 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
2024
Q3 		$660K Buy
+6,280
New +$628K 0.1% 64

Other funds holding JPME

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Zega Financial's JPME Position: Q3 2024 in Review

Zega Financial opened a new position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q3 2024: 6,280 shares worth $660K. The stake represents 0.1% of the portfolio and ranks #64 among its holdings.

82 funds tracked by Wall St. Rank hold JPME as of Q3 2024.

  • Zega Financial held 6,280 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $660K as of Q3 2024.
  • JPMorgan Diversified Return US Mid Cap Equity ETF was a new Zega Financial position in Q3 2024.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.1% of Zega Financial's portfolio in Q3 2024, its #64 holding.
  • 82 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.