Ancora Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $92.7K | Sell |
712
-63
| -8% | -$8.26K | ﹤0.01% | 927 |
|
|
2025
Q4 | $96.1K | Hold |
775
| – | – | ﹤0.01% | 921 |
|
|
2025
Q3 | $96K | Sell |
775
-136
| -15% | -$16.5K | ﹤0.01% | 873 |
|
|
2025
Q2 | $108K | Sell |
911
-100
| -10% | -$11.4K | ﹤0.01% | 863 |
|
|
2025
Q1 | $116K | Hold |
1,011
| – | – | ﹤0.01% | 826 |
|
|
2024
Q4 | $115K | Sell |
1,011
-350
| -26% | -$41.8K | ﹤0.01% | 826 |
|
|
2024
Q3 | $163K | Sell |
1,361
-590
| -30% | -$67.4K | ﹤0.01% | 734 |
|
|
2024
Q2 | $213K | Sell |
1,951
-107
| -5% | -$11.7K | 0.01% | 652 |
|
|
2024
Q1 | $231K | Sell |
2,058
-247
| -11% | -$26.1K | 0.01% | 650 |
|
|
2023
Q4 | $237K | Sell |
2,305
-698
| -23% | -$67.2K | 0.01% | 641 |
|
|
2023
Q3 | $282K | Hold |
3,003
| – | – | 0.01% | 589 |
|
|
2023
Q2 | $294K | Sell |
3,003
-120
| -4% | -$11.4K | 0.01% | 570 |
|
|
2023
Q1 | $299K | Sell |
3,123
-338
| -10% | -$32.6K | 0.01% | 574 |
|
|
2022
Q4 | $328K | Sell |
3,461
-913
| -21% | -$85.7K | 0.01% | 565 |
|
|
2022
Q3 | $374K | Sell |
4,374
-15
| -0.3% | -$1.42K | 0.01% | 567 |
|
|
2022
Q2 | $402K | Sell |
4,389
-275
| -6% | -$27.2K | 0.01% | 575 |
|
|
2022
Q1 | $487K | Sell |
4,664
-514
| -10% | -$52.5K | 0.01% | 560 |
|
|
2021
Q4 | $549K | Hold |
5,178
| – | – | 0.01% | 532 |
|
|
2021
Q3 | $498K | Sell |
5,178
-1,339
| -21% | -$132K | 0.01% | 550 |
|
|
2021
Q2 | $630K | Sell |
6,517
-3,868
| -37% | -$371K | 0.02% | 491 |
|
|
2021
Q1 | $948K | Sell |
10,385
-1,141
| -10% | -$99.8K | 0.03% | 396 |
|
|
2020
Q4 | $964K | Sell |
11,526
-2,366
| -17% | -$189K | 0.03% | 356 |
|
|
2020
Q3 | $1.03M | Sell |
13,892
-4,609
| -25% | -$339K | 0.04% | 310 |
|
|
2020
Q2 | $1.28M | Sell |
18,501
-1,733
| -9% | -$115K | 0.05% | 285 |
|
|
2020
Q1 | $1.19M | Sell |
20,234
-23,375
| -54% | -$1.71M | 0.05% | 295 |
|
|
2019
Q4 | $3.47M | Buy |
43,609
+1,341
| +3% | +$104K | 0.13% | 178 |
|
|
2019
Q3 | $3.21M | Buy |
42,268
+1,696
| +4% | +$127K | 0.14% | 178 |
|
|
2019
Q2 | $3.04M | Sell |
40,572
-1,587
| -4% | -$117K | 0.14% | 176 |
|
|
2019
Q1 | $3.08M | Buy |
42,159
+1,361
| +3% | +$96.2K | 0.14% | 182 |
|
|
2018
Q4 | $2.65M | Buy |
40,798
+2,506
| +7% | +$175K | 0.13% | 185 |
|
|
2018
Q3 | $2.85M | Buy |
38,292
+1,525
| +4% | +$113K | 0.11% | 204 |
|
|
2018
Q2 | $2.61M | Sell |
36,767
-362
| -1% | -$25.6K | 0.11% | 208 |
|
|
2018
Q1 | $2.59M | Buy |
37,129
+5,457
| +17% | +$389K | 0.12% | 212 |
|
|
2017
Q4 | $2.23M | Buy |
31,672
+2,087
| +7% | +$145K | 0.12% | 196 |
|
|
2017
Q3 | $1.99M | Buy |
+29,585
| New | +$1.95M | 0.12% | 215 |
|
Other funds holding JPUS
MWM
DJSG
HAG
SCM
