Carson Wealth (CWM LLC)’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 | $120K | Sell |
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|
2025
Q2 | $118K | Buy |
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|
2025
Q1 | $114K | Buy |
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|
2024
Q4 | $113K | Buy |
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|
2024
Q3 | $118K | Buy |
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|
2024
Q2 | $107K | Sell |
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|
2024
Q1 | $128K | Buy |
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|
2023
Q4 | $118K | Sell |
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|
2023
Q3 | $113K | Sell |
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|
2023
Q2 | $133K | Sell |
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|
2023
Q1 | $141K | Sell |
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|
2022
Q4 | $145K | Sell |
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|
2022
Q3 | $195K | Sell |
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|
2022
Q2 | $259K | Sell |
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|
2022
Q1 | $302K | Sell |
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|
2021
Q4 | $317K | Buy |
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|
2021
Q2 | $1.81M | Hold |
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|
2021
Q1 | $1.81M | Hold |
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|
2020
Q4 | $1.81M | Hold |
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|
2020
Q3 | $1.81M | Hold |
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|
2020
Q2 | $1.81M | Hold |
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|
2020
Q1 | $1.81M | Hold |
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|
2019
Q4 | $1.81M | Hold |
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|
2019
Q3 | $1.81M | Hold |
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|
2019
Q2 | $1.81M | Hold |
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|
2019
Q1 | $1.81M | Sell |
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|
2018
Q4 | $4.95M | Buy |
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|
2018
Q3 | $5.52M | Buy |
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|
2018
Q2 | $3.65M | Buy |
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|
2018
Q1 | $461K | Buy |
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|
2017
Q4 | $4K | Buy |
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