AC
Apella Capital’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
12,100
-44
| -0.4% | -$4.61K | 0.03% | 197 |
|
|
2025
Q1 | $1.16M | Sell |
12,144
-269
| -2% | -$25.8K | 0.04% | 176 |
|
|
2024
Q4 | $1.27M | Sell |
12,413
-1,043
| -8% | -$107K | 0.05% | 147 |
|
|
2024
Q3 | $1.41M | Sell |
13,456
-23
| -0.2% | -$2.41K | 0.06% | 128 |
|
|
2024
Q2 | $1.27M | Sell |
13,479
-421
| -3% | -$39.7K | 0.06% | 135 |
|
|
2024
Q1 | $1.36M | Sell |
13,900
-32
| -0.2% | -$3.13K | 0.07% | 118 |
|
|
2023
Q4 | $1.26M | Sell |
13,932
-3,694
| -21% | -$334K | 0.07% | 120 |
|
|
2023
Q3 | $1.47M | Sell |
17,626
-220
| -1% | -$18.4K | 0.1% | 94 |
|
|
2023
Q2 | $1.58M | Buy |
+17,846
| New | +$1.58M | 0.11% | 93 |
|
|
2022
Q4 | $1.53M | Sell |
18,236
-1,803
| -9% | -$152K | 0.14% | 83 |
|
|
2022
Q3 | $1.53M | Buy |
20,039
+14
| +0.1% | +$1.07K | 0.18% | 76 |
|
|
2022
Q2 | $1.62M | Sell |
20,025
-509
| -2% | -$41.1K | 0.19% | 75 |
|
|
2022
Q1 | $1.92M | Sell |
20,534
-3,305
| -14% | -$309K | 0.27% | 59 |
|
|
2021
Q4 | $2.27M | Sell |
23,839
-27,585
| -54% | -$2.63M | 0.29% | 58 |
|
|
2021
Q3 | $4.5M | Buy |
51,424
+6,391
| +14% | +$559K | 0.65% | 38 |
|
|
2021
Q2 | $3.96M | Buy |
+45,033
| New | +$3.96M | 0.65% | 38 |
|