EWA
Etesian Wealth Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Sell |
4,693
-109
| -2% | -$12.9K | 0.21% | 91 |
|
|
2025
Q1 | $553K | Sell |
4,802
-341
| -7% | -$39.3K | 0.24% | 83 |
|
|
2024
Q4 | $587K | Sell |
5,143
-3,474
| -40% | -$396K | 0.26% | 88 |
|
|
2024
Q3 | $1.03M | Sell |
8,617
-7,763
| -47% | -$929K | 0.47% | 66 |
|
|
2024
Q2 | $1.79M | Sell |
16,380
-3,241
| -17% | -$354K | 1.01% | 27 |
|
|
2024
Q1 | $2.2M | Sell |
19,621
-1,188
| -6% | -$133K | 1.26% | 22 |
|
|
2023
Q4 | $2.14M | Buy |
20,809
+193
| +0.9% | +$19.9K | 1.29% | 22 |
|
|
2023
Q3 | $1.94M | Buy |
20,616
+779
| +4% | +$73.2K | 1.3% | 24 |
|
|
2023
Q2 | $1.94M | Sell |
19,837
-380
| -2% | -$37.2K | 1.27% | 22 |
|
|
2023
Q1 | $1.93M | Buy |
20,217
+214
| +1% | +$20.5K | 1.29% | 21 |
|
|
2022
Q4 | $1.9M | Buy |
+20,003
| New | +$1.9M | 1.38% | 20 |
|