Carson Wealth (CWM LLC)’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20K | Hold |
310
| – | – | ﹤0.01% | 3908 |
|
2025
Q1 | $18K | Hold |
310
| – | – | ﹤0.01% | 3751 |
|
2024
Q4 | $17K | Hold |
310
| – | – | ﹤0.01% | 3541 |
|
2024
Q3 | $19K | Hold |
310
| – | – | ﹤0.01% | 3391 |
|
2024
Q2 | $17K | Hold |
310
| – | – | ﹤0.01% | 3218 |
|
2024
Q1 | $17K | Sell |
310
-100
| -24% | -$5.48K | ﹤0.01% | 3012 |
|
2023
Q4 | $22K | Buy |
+410
| New | +$22K | ﹤0.01% | 2716 |
|
2022
Q1 | – | Sell |
-194
| Closed | -$11K | – | 3669 |
|
2021
Q4 | $11K | Buy |
+194
| New | +$11K | ﹤0.01% | 2301 |
|
2021
Q2 | $17K | Hold |
267
| – | – | ﹤0.01% | 1864 |
|
2021
Q1 | $17K | Hold |
267
| – | – | ﹤0.01% | 1864 |
|
2020
Q4 | $17K | Hold |
267
| – | – | ﹤0.01% | 1864 |
|
2020
Q3 | $17K | Hold |
267
| – | – | ﹤0.01% | 1864 |
|
2020
Q2 | $17K | Hold |
267
| – | – | ﹤0.01% | 1864 |
|
2020
Q1 | $17K | Hold |
267
| – | – | ﹤0.01% | 1864 |
|
2019
Q4 | $17K | Hold |
267
| – | – | ﹤0.01% | 1864 |
|
2019
Q3 | $17K | Hold |
267
| – | – | ﹤0.01% | 1864 |
|
2019
Q2 | $17K | Hold |
267
| – | – | ﹤0.01% | 1864 |
|
2019
Q1 | $17K | Sell |
267
-35,929
| -99% | -$2.29M | ﹤0.01% | 1864 |
|
2018
Q4 | $1.84M | Buy |
36,196
+21,774
| +151% | +$1.11M | 0.05% | 291 |
|
2018
Q3 | $842K | Buy |
14,422
+817
| +6% | +$47.7K | 0.02% | 331 |
|
2018
Q2 | $784K | Buy |
+13,605
| New | +$784K | 0.03% | 291 |
|