Cerity Partners’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 | $10.4M | Sell |
100,162
-602,494
| -86% | -$62.5M | 0.02% | 515 |
|
|
2025
Q1 | $70.7M | Buy |
702,656
+14,582
| +2% | +$1.47M | 0.14% | 141 |
|
|
2024
Q4 | $70.5M | Sell |
688,074
-4,206
| -0.6% | -$431K | 0.15% | 140 |
|
|
2024
Q3 | $72.7M | Buy |
692,280
+11,183
| +2% | +$1.17M | 0.16% | 140 |
|
|
2024
Q2 | $64.8M | Buy |
681,097
+9,751
| +1% | +$928K | 0.17% | 129 |
|
|
2024
Q1 | $66.6M | Sell |
671,346
-2,475
| -0.4% | -$245K | 0.18% | 126 |
|
|
2023
Q4 | $61.9M | Sell |
673,821
-10,445
| -2% | -$960K | 0.2% | 114 |
|
|
2023
Q3 | $57.2M | Sell |
684,266
-110,471
| -14% | -$9.24M | 0.28% | 94 |
|
|
2023
Q2 | $70.2M | Buy |
+794,737
| New | +$70.2M | 0.27% | 84 |
|