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