Atria Wealth Solutions’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,768
| Closed | -$982K | – | 1708 |
|
|
2025
Q1 | $982K | Buy |
9,768
+172
| +2% | +$17.3K | 0.01% | 901 |
|
|
2024
Q4 | $983K | Buy |
9,596
+13
| +0.1% | +$1.33K | 0.01% | 920 |
|
|
2024
Q3 | $1.01M | Sell |
9,583
-67
| -0.7% | -$7.04K | 0.01% | 907 |
|
|
2024
Q2 | $919K | Buy |
9,650
+19
| +0.2% | +$1.81K | 0.01% | 926 |
|
|
2024
Q1 | $955K | Sell |
9,631
-232
| -2% | -$23K | 0.01% | 926 |
|
|
2023
Q4 | $906K | Sell |
9,863
-500
| -5% | -$45.9K | 0.01% | 899 |
|
|
2023
Q3 | $867K | Buy |
10,363
+315
| +3% | +$26.4K | 0.01% | 879 |
|
|
2023
Q2 | $887K | Buy |
10,048
+155
| +2% | +$13.7K | 0.01% | 886 |
|
|
2023
Q1 | $849K | Buy |
9,893
+277
| +3% | +$23.8K | 0.01% | 856 |
|
|
2022
Q4 | $809K | Buy |
9,616
+775
| +9% | +$65.2K | 0.01% | 851 |
|
|
2022
Q3 | $676K | Sell |
8,841
-1,323
| -13% | -$101K | 0.01% | 873 |
|
|
2022
Q2 | $820K | Buy |
10,164
+6,989
| +220% | +$564K | 0.02% | 755 |
|
|
2022
Q1 | $297K | Buy |
+3,175
| New | +$297K | ﹤0.01% | 1320 |
|