FWA
FSM 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 | $1.14M | Buy |
10,851
+2,680
| +33% | +$281K | 0.19% | 80 |
|
|
2025
Q1 | $822K | Buy |
8,171
+5,001
| +158% | +$503K | 0.18% | 74 |
|
|
2024
Q4 | $335K | Hold |
3,170
| – | – | 0.08% | 128 |
|
|
2024
Q3 | $333K | Hold |
3,170
| – | – | 0.09% | 122 |
|
|
2024
Q2 | $302K | Sell |
3,170
-59
| -2% | -$5.62K | 0.1% | 116 |
|
|
2024
Q1 | $320K | Buy |
3,229
+483
| +18% | +$47.9K | 0.11% | 115 |
|
|
2023
Q4 | $252K | Buy |
+2,746
| New | +$252K | 0.11% | 128 |
|