GWP
Gateway Wealth Partners’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 | – | Sell |
-7,710
| Closed | -$775K | – | 369 |
|
|
2025
Q1 | $775K | Sell |
7,710
-869
| -10% | -$87.4K | 0.17% | 130 |
|
|
2024
Q4 | $879K | Sell |
8,579
-39,129
| -82% | -$4.01M | 0.23% | 103 |
|
|
2024
Q3 | $5.01M | Buy |
47,708
+811
| +2% | +$85.2K | 1.38% | 14 |
|
|
2024
Q2 | $4.46M | Buy |
46,897
+9,415
| +25% | +$896K | 1.35% | 13 |
|
|
2024
Q1 | $3.72M | Buy |
37,482
+6,413
| +21% | +$636K | 1.33% | 18 |
|
|
2023
Q4 | $2.85M | Buy |
31,069
+4,399
| +16% | +$404K | 1.15% | 21 |
|
|
2023
Q3 | $2.23M | Buy |
26,670
+1,705
| +7% | +$143K | 0.4% | 52 |
|
|
2023
Q2 | $2.2M | Buy |
24,965
+6,857
| +38% | +$605K | 0.39% | 55 |
|
|
2023
Q1 | $1.55M | Buy |
18,108
+15,226
| +528% | +$1.31M | 0.24% | 63 |
|
|
2022
Q4 | $243K | Buy |
+2,882
| New | +$243K | 0.04% | 169 |
|