Frontier Wealth Management’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
2022
Q2
$253K Sell
3,136
-1,284
-29% -$113K 0.02% 325
2022
Q1
$408K Sell
4,420
-95
-2% -$8.67K 0.01% 273
2021
Q4
$431K Sell
4,515
-572
-11% -$52.9K 0.03% 282
2021
Q3
$445K Sell
5,087
-120
-2% -$10.7K 0.03% 277
2021
Q2
$457K Sell
5,207
-1,513
-23% -$132K 0.03% 272
2021
Q1
$556K Sell
6,720
-434
-6% -$34.5K 0.04% 230
2020
Q4
$538K Sell
7,154
-234
-3% -$16.5K 0.04% 217
2020
Q3
$474K Sell
7,388
-1,162
-14% -$74.4K 0.04% 226
2020
Q2
$516K Sell
8,550
-19,175
-69% -$1.1M 0.05% 205
2020
Q1
$1.38M Sell
27,725
-8,434
-23% -$541K 0.23% 100
2019
Q4
$2.55M Sell
36,159
-25,373
-41% -$1.73M 0.41% 55
2019
Q3
$4.11M Sell
61,532
-7,020
-10% -$465K 0.61% 41
2019
Q2
$4.56M Sell
68,552
-8,238
-11% -$540K 0.67% 36
2019
Q1
$5M Sell
76,790
-4,381
-5% -$276K 0.68% 35
2018
Q4
$4.64M Buy
81,171
+3,460
+4% +$215K 0.7% 30
2018
Q3
$5.22M Sell
77,711
-5,160
-6% -$346K 0.5% 26
2018
Q2
$5.38M Buy
82,871
+5,706
+7% +$367K 0.77% 21
2018
Q1
$4.9M Buy
77,165
+8,550
+12% +$551K 0.69% 29
2017
Q4
$4.37M Buy
68,615
+2,196
+3% +$138K 0.7% 31
2017
Q3
$4.04M Sell
66,419
-5,906
-8% -$351K 0.58% 44
2017
Q2
$4.28M Buy
72,325
+3,071
+4% +$179K 0.66% 42
2017
Q1
$3.99M Buy
69,254
+5,040
+8% +$284K 0.61% 47
2016
Q4
$3.48M Buy
64,214
+16,250
+34% +$867K 0.57% 49
2016
Q3
$2.54M Buy
+47,964
New +$2.54M 0.39% 70

Other funds holding JPME