Dynamic Advisor Solutions’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
150,959
+11,267
| +8% | +$1.17M | 0.48% | 47 |
|
|
2025
Q1 | $14M | Buy |
139,692
+34,377
| +33% | +$3.46M | 0.46% | 51 |
|
|
2024
Q4 | $10.8M | Buy |
105,315
+8,774
| +9% | +$899K | 0.47% | 48 |
|
|
2024
Q3 | $10.1M | Buy |
96,541
+25,191
| +35% | +$2.65M | 0.3% | 74 |
|
|
2024
Q2 | $6.79M | Buy |
71,350
+1,944
| +3% | +$185K | 0.21% | 115 |
|
|
2024
Q1 | $6.88M | Buy |
69,406
+18,361
| +36% | +$1.82M | 0.23% | 105 |
|
|
2023
Q4 | $4.64M | Buy |
51,045
+8,236
| +19% | +$748K | 0.17% | 166 |
|
|
2023
Q3 | $3.58M | Buy |
42,809
+35,984
| +527% | +$3.01M | 0.17% | 165 |
|
|
2023
Q2 | $603K | Sell |
6,825
-5,123
| -43% | -$452K | 0.03% | 447 |
|
|
2023
Q1 | $1.03M | Buy |
11,948
+2,571
| +27% | +$221K | 0.06% | 310 |
|
|
2022
Q4 | $789K | Buy |
9,377
+6,199
| +195% | +$522K | 0.05% | 322 |
|
|
2022
Q3 | $243K | Buy |
+3,178
| New | +$243K | 0.02% | 579 |
|