Adamsbrown Wealth Consultants’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Buy |
3,955
+1
| +0% | +$104 | 0.12% | 63 |
|
|
2025
Q1 | $398K | Sell |
3,954
-63
| -2% | -$6.34K | 0.12% | 60 |
|
|
2024
Q4 | $412K | Sell |
4,017
-549
| -12% | -$56.3K | 0.14% | 58 |
|
|
2024
Q3 | $480K | Sell |
4,566
-650
| -12% | -$68.3K | 0.17% | 45 |
|
|
2024
Q2 | $497K | Sell |
5,216
-491
| -9% | -$46.7K | 0.19% | 40 |
|
|
2024
Q1 | $566K | Sell |
5,707
-467
| -8% | -$46.3K | 0.23% | 37 |
|
|
2023
Q4 | $567K | Sell |
6,174
-7,697
| -55% | -$707K | 0.25% | 37 |
|
|
2023
Q3 | $1.16M | Sell |
13,871
-110,853
| -89% | -$9.27M | 0.57% | 24 |
|
|
2023
Q2 | $11M | Buy |
124,724
+27,566
| +28% | +$2.43M | 5.82% | 5 |
|
|
2023
Q1 | $8.34M | Buy |
97,158
+5,032
| +5% | +$432K | 4.8% | 6 |
|
|
2022
Q4 | $7.75M | Buy |
92,126
+19,849
| +27% | +$1.67M | 4.71% | 6 |
|
|
2022
Q3 | $5.52M | Buy |
+72,277
| New | +$5.52M | 4.2% | 6 |
|