EverSource Wealth Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$267K Sell
2025
Q1
$277K Sell
2024
Q4
$297K Sell
2024
Q3
$357K Sell
2024
Q2
$590K Buy
2024
Q1
$169K Sell
2023
Q4
$185K Buy