Belpointe Asset Management’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-948
Closed -$81.3K 2023
2023
Q1
$81.3K Buy
948
+1
+0.1% +$87 ﹤0.01% 1433
2022
Q4
$79.7K Buy
+947
New +$79.3K ﹤0.01% 1362

Other funds holding JPME

Belpointe Asset Management's JPME Position: Q2 2023 in Review

Belpointe Asset Management sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2023, closing a stake of 948 shares — an estimated $81.3K sold.

Belpointe Asset Management first reported a position in JPME in Q4 2022 and held it in 2 quarters. The position peaked at $81.3K in Q1 2023. 61 funds tracked by Wall St. Rank hold JPME as of Q2 2023.

  • Belpointe Asset Management reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 948 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2023, an estimated $81.3K.
  • Belpointe Asset Management first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $81.3K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.