Avior Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1
| Closed | -$200 | – | 1581 |
|
|
2024
Q4 | $200 | Buy |
+1
| New | +$200 | ﹤0.01% | 2365 |
|
|
2020
Q3 | – | Sell |
-314
| Closed | -$21K | – | 979 |
|
|
2020
Q2 | $21K | Buy |
314
+2
| +0.6% | +$134 | ﹤0.01% | 566 |
|
|
2020
Q1 | $18K | Buy |
312
+2
| +0.6% | +$115 | ﹤0.01% | 521 |
|
|
2019
Q4 | $24K | Buy |
310
+2
| +0.6% | +$155 | ﹤0.01% | 515 |
|
|
2019
Q3 | $23K | Buy |
308
+3
| +1% | +$224 | ﹤0.01% | 511 |
|
|
2019
Q2 | $23K | Hold |
305
| – | – | ﹤0.01% | 508 |
|
|
2019
Q1 | $22K | Buy |
305
+1
| +0.3% | +$72 | ﹤0.01% | 480 |
|
|
2018
Q4 | $19K | Buy |
+304
| New | +$19K | ﹤0.01% | 527 |
|