EverSource Wealth Advisors’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 | $267K | Sell |
2,576
-176
| -6% | -$18.3K | 0.01% | 730 |
|
|
2025
Q1 | $277K | Sell |
2,752
-143
| -5% | -$14.4K | 0.02% | 549 |
|
|
2024
Q4 | $297K | Sell |
2,895
-504
| -15% | -$51.6K | 0.02% | 509 |
|
|
2024
Q3 | $357K | Sell |
3,399
-2,446
| -42% | -$257K | 0.02% | 401 |
|
|
2024
Q2 | $590K | Buy |
5,845
+4,046
| +225% | +$408K | 0.04% | 284 |
|
|
2024
Q1 | $169K | Sell |
1,799
-219
| -11% | -$20.6K | 0.01% | 546 |
|
|
2023
Q4 | $185K | Buy |
+2,018
| New | +$185K | 0.02% | 449 |
|