Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,340
| Closed | -$100K | – | 1274 |
|
|
2018
Q3 | $100K | Sell |
1,340
-510
| -28% | -$38.1K | 0.02% | 412 |
|
|
2018
Q2 | $131K | Sell |
1,850
-3,520
| -66% | -$249K | 0.02% | 355 |
|
|
2018
Q1 | $374K | Buy |
5,370
+600
| +13% | +$41.8K | 0.07% | 182 |
|
|
2017
Q4 | $336K | Buy |
4,770
+2,120
| +80% | +$149K | 0.06% | 208 |
|
|
2017
Q3 | $178K | Buy |
2,650
+255
| +11% | +$17.1K | 0.03% | 326 |
|
|
2017
Q2 | $156K | Hold |
2,395
| – | – | 0.03% | 340 |
|
|
2017
Q1 | $151K | Buy |
+2,395
| New | +$151K | 0.03% | 333 |
|