Ameritas Advisory Services’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $105K | Buy |
+890
| New | +$105K | 0.01% | 970 |
|
2024
Q1 | – | Sell |
-2,152
| Closed | -$224K | – | 896 |
|
2023
Q4 | $224K | Sell |
2,152
-134
| -6% | -$14K | 0.01% | 641 |
|
2023
Q3 | $214K | Buy |
+2,286
| New | +$214K | 0.01% | 731 |
|
2023
Q2 | – | Sell |
-2,284
| Closed | -$219K | – | 1616 |
|
2023
Q1 | $219K | Sell |
2,284
-1,462
| -39% | -$140K | 0.01% | 738 |
|
2022
Q4 | $355K | Buy |
3,746
+1,111
| +42% | +$105K | 0.02% | 653 |
|
2022
Q3 | $225K | Buy |
2,635
+1
| +0% | +$85 | 0.01% | 683 |
|
2022
Q2 | $241K | Buy |
2,634
+71
| +3% | +$6.5K | 0.01% | 693 |
|
2022
Q1 | $268K | Hold |
2,563
| – | – | 0.01% | 700 |
|
2021
Q4 | $272K | Buy |
+2,563
| New | +$272K | 0.01% | 679 |
|