Bartlett & Co 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
Q2 | $1.35K | Hold |
13
| – | – | ﹤0.01% | 1127 |
|
2025
Q1 | $1.31K | Hold |
13
| – | – | ﹤0.01% | 1098 |
|
2024
Q4 | $1.33K | Sell |
13
-2
| -13% | -$205 | ﹤0.01% | 1063 |
|
2024
Q3 | $1.58K | Hold |
15
| – | – | ﹤0.01% | 1055 |
|
2024
Q2 | $1.43K | Hold |
15
| – | – | ﹤0.01% | 1073 |
|
2024
Q1 | $1.49K | Sell |
15
-44
| -75% | -$4.36K | ﹤0.01% | 1052 |
|
2023
Q4 | $5.45K | Buy |
59
+57
| +2,850% | +$5.26K | ﹤0.01% | 1070 |
|
2023
Q3 | $167 | Buy |
+2
| New | +$167 | ﹤0.01% | 1153 |
|