Empire Financial Management Company’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 | $1.19M | Sell |
10,028
-885
| -8% | -$105K | 0.34% | 87 |
|
|
2025
Q1 | $1.26M | Sell |
10,913
-449
| -4% | -$51.7K | 0.39% | 79 |
|
|
2024
Q4 | $1.3M | Sell |
11,362
-259
| -2% | -$29.6K | 0.4% | 76 |
|
|
2024
Q3 | $1.39M | Sell |
11,621
-587
| -5% | -$70.3K | 0.43% | 72 |
|
|
2024
Q2 | $1.33M | Sell |
12,208
-3,397
| -22% | -$371K | 0.44% | 69 |
|
|
2024
Q1 | $1.75M | Sell |
15,605
-2,212
| -12% | -$248K | 0.58% | 58 |
|
|
2023
Q4 | $1.83M | Sell |
17,817
-4,203
| -19% | -$432K | 0.72% | 44 |
|
|
2023
Q3 | $2.07M | Sell |
22,020
-15,374
| -41% | -$1.44M | 0.9% | 29 |
|
|
2023
Q2 | $3.66M | Sell |
37,394
-18,123
| -33% | -$1.77M | 1.46% | 13 |
|
|
2023
Q1 | $5.31M | Buy |
+55,517
| New | +$5.31M | 2.16% | 6 |
|