Beacon Investment Advisory Services’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $505K | Hold |
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|
2025
Q2 | $482K | Hold |
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|
2025
Q1 | $470K | Hold |
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|
2024
Q4 | $465K | Hold |
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|
2024
Q3 | $488K | Hold |
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|
2024
Q2 | $445K | Hold |
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|
2024
Q1 | $457K | Sell |
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|
2023
Q4 | $498K | Hold |
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|
2023
Q3 | $456K | Hold |
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|
2023
Q2 | $474K | Hold |
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|
2023
Q1 | $464K | Sell |
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|
2022
Q4 | $588K | Sell |
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|
2022
Q3 | $689K | Hold |
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|
2022
Q2 | $737K | Sell |
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|
2022
Q1 | $878K | Sell |
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|
2021
Q4 | $921K | Hold |
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|
2021
Q3 | $836K | Sell |
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|
2021
Q2 | $890K | Hold |
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|
2021
Q1 | $840K | Sell |
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|
2020
Q4 | $787K | Sell |
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|
2020
Q3 | $700K | Sell |
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|
2020
Q2 | $670K | Sell |
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|
2020
Q1 | $999K | Sell |
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|
2019
Q4 | $1.68M | Sell |
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|
2019
Q3 | $3.09M | Sell |
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|
2019
Q2 | $11.6M | Sell |
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|
2019
Q1 | $12M | Buy |
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|
2018
Q4 | $9.92M | Sell |
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|
2018
Q3 | $12.1M | Sell |
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|
2018
Q2 | $12.2M | Sell |
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|
2018
Q1 | $12.4M | Sell |
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|
2017
Q4 | $12.6M | Sell |
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|
2017
Q3 | $12.6M | Buy |
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|
2017
Q2 | $213K | Sell |
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|
2017
Q1 | $257K | Buy |
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