Farther Finance Advisors’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 | $1.38M | Buy |
11,709
+4,710
| +67% | +$557K | 0.03% | 476 |
|
|
2025
Q1 | $807K | Buy |
6,999
+6,545
| +1,442% | +$755K | 0.02% | 592 |
|
|
2024
Q4 | $51.8K | Hold |
454
| – | – | ﹤0.01% | 1646 |
|
|
2024
Q3 | $54.3K | Hold |
454
| – | – | ﹤0.01% | 1595 |
|
|
2024
Q2 | $49.3K | Buy |
454
+240
| +112% | +$26.1K | ﹤0.01% | 1425 |
|
|
2024
Q1 | $23.8K | Hold |
214
| – | – | ﹤0.01% | 1432 |
|
|
2023
Q4 | $22K | Sell |
214
-29
| -12% | -$2.98K | ﹤0.01% | 1308 |
|
|
2023
Q3 | $22.8K | Buy |
+243
| New | +$22.8K | ﹤0.01% | 1048 |
|