Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-78
| Closed | -$7.99K | – | 1578 |
|
|
2024
Q4 | $7.99K | Hold |
78
| – | – | ﹤0.01% | 1696 |
|
|
2024
Q3 | $8.19K | Hold |
78
| – | – | ﹤0.01% | 1620 |
|
|
2024
Q2 | $7.43K | Hold |
78
| – | – | ﹤0.01% | 1598 |
|
|
2024
Q1 | $7.73K | Hold |
78
| – | – | ﹤0.01% | 1949 |
|
|
2023
Q4 | $7.17K | Hold |
78
| – | – | ﹤0.01% | 1051 |
|
|
2023
Q3 | $6.52K | Buy |
+78
| New | +$6.52K | ﹤0.01% | 1116 |
|
|
2019
Q3 | – | Sell |
-292
| Closed | -$19K | – | 827 |
|
|
2019
Q2 | $19K | Hold |
292
| – | – | ﹤0.01% | 535 |
|
|
2019
Q1 | $19K | Buy |
292
+1
| +0.3% | +$65 | ﹤0.01% | 489 |
|
|
2018
Q4 | $16K | Buy |
+291
| New | +$16K | ﹤0.01% | 541 |
|