Disciplined Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-24
| Closed | -$2.14K | – | 845 |
|
|
2023
Q2 | $2.14K | Hold |
24
| – | – | ﹤0.01% | 641 |
|
|
2023
Q1 | $2.07K | Hold |
24
| – | – | ﹤0.01% | 647 |
|
|
2022
Q4 | $2.02K | Hold |
24
| – | – | ﹤0.01% | 616 |
|
|
2022
Q3 | $2K | Hold |
24
| – | – | ﹤0.01% | 662 |
|
|
2022
Q2 | $2K | Buy |
24
+1
| +4% | +$83 | ﹤0.01% | 676 |
|
|
2022
Q1 | $2K | Sell |
23
-1
| -4% | -$87 | ﹤0.01% | 720 |
|
|
2021
Q4 | $2K | Buy |
24
+1
| +4% | +$83 | ﹤0.01% | 446 |
|
|
2021
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 396 |
|
|
2021
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 382 |
|
|
2021
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 336 |
|
|
2020
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 286 |
|
|
2020
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 376 |
|
|
2020
Q2 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 383 |
|