AE Wealth Management’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 | $89.6K | Sell |
864
-2
| -0.2% | -$207 | ﹤0.01% | 1510 |
|
|
2025
Q1 | $87.1K | Sell |
866
-92
| -10% | -$9.25K | ﹤0.01% | 1475 |
|
|
2024
Q4 | $98.2K | Buy |
+958
| New | +$98.2K | ﹤0.01% | 1431 |
|
|
2023
Q2 | – | Sell |
-14,500
| Closed | -$1.24M | – | 1983 |
|
|
2023
Q1 | $1.24M | Sell |
14,500
-7,479
| -34% | -$642K | 0.01% | 963 |
|
|
2022
Q4 | $1.85M | Buy |
+21,979
| New | +$1.85M | 0.01% | 779 |
|