Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $79.5K | Sell |
757
-49
| -6% | -$5.15K | 0.04% | 125 |
|
|
2024
Q2 | $76.7K | Sell |
806
-189
| -19% | -$18K | 0.04% | 122 |
|
|
2024
Q1 | $98.6K | Sell |
995
-75
| -7% | -$7.44K | 0.06% | 122 |
|
|
2023
Q4 | $98.3K | Sell |
1,070
-61
| -5% | -$5.61K | 0.07% | 110 |
|
|
2023
Q3 | $94.6K | Buy |
1,131
+19
| +2% | +$1.59K | 0.07% | 107 |
|
|
2023
Q2 | $98.2K | Buy |
+1,112
| New | +$98.2K | 0.07% | 109 |
|