Clear Point Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $999K | Sell |
8,454
-159
| -2% | -$18.8K | 0.84% | 33 |
|
|
2025
Q1 | $986K | Sell |
8,613
-517
| -6% | -$59.2K | 0.89% | 34 |
|
|
2024
Q4 | $1.04M | Sell |
9,130
-326
| -3% | -$37.2K | 0.89% | 30 |
|
|
2024
Q3 | $1.13M | Sell |
9,456
-104
| -1% | -$12.4K | 0.87% | 27 |
|
|
2024
Q2 | $1.04M | Sell |
9,560
-457
| -5% | -$49.9K | 0.86% | 29 |
|
|
2024
Q1 | $1.12M | Sell |
10,017
-1,184
| -11% | -$133K | 0.92% | 27 |
|
|
2023
Q4 | $1.15M | Buy |
+11,201
| New | +$1.15M | 1.02% | 23 |
|