Atria Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-31,520
| Closed | -$2.64M | – | 733 |
|
|
2020
Q4 | $2.64M | Sell |
31,520
-7,561
| -19% | -$633K | 0.06% | 337 |
|
|
2020
Q3 | $2.89M | Buy |
39,081
+6,125
| +19% | +$453K | 0.09% | 251 |
|
|
2020
Q2 | $2.29M | Buy |
32,956
+9,887
| +43% | +$686K | 0.08% | 277 |
|
|
2020
Q1 | $1.35M | Sell |
23,069
-1,043
| -4% | -$61.2K | 0.1% | 183 |
|
|
2019
Q4 | $1.92M | Buy |
24,112
+12,058
| +100% | +$961K | 0.05% | 324 |
|
|
2019
Q3 | $915K | Buy |
12,054
+3,321
| +38% | +$252K | 0.03% | 441 |
|
|
2019
Q2 | $639K | Buy |
+8,733
| New | +$639K | 0.02% | 512 |
|