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

ZEGA 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
2025
Q1 		– Sell
-4,270
Closed -$456K – 152
2024
Q4 		$456K Buy
+4,270
New +$453K 0.11% 79

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 $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

ZEGA Investments's JPME Position: Q1 2025 in Review

ZEGA Investments sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2025, closing a stake of 4,270 shares — an estimated $456K sold.

ZEGA Investments first reported a position in JPME in Q4 2024 and held it in 1 quarter. The position peaked at $456K in Q4 2024. 86 funds tracked by Wall St. Rank hold JPME as of Q1 2025.

  • ZEGA Investments reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • ZEGA Investments sold 4,270 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2025, an estimated $456K.
  • ZEGA Investments first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2024 and held it in 1 quarter.
  • ZEGA Investments's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $456K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2025.

Based on ZEGA Investments's 13F filing for Q1 2025, filed 14 May 2025.