GeoWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
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|
2025
Q1 | $380K | Sell |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $455K | Sell |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.47M | Sell |
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|
2023
Q3 | $2.38M | Sell |
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|
2023
Q2 | $5.18M | Sell |
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|
2023
Q1 | $13.7M | Buy |
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|
2022
Q4 | $12.7M | Buy |
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|
2022
Q3 | $11.2M | Buy |
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|
2022
Q2 | $11.6M | Buy |
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|
2022
Q1 | $13.3M | Buy |
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|
2021
Q4 | $12.4M | Buy |
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|
2021
Q3 | $10.4M | Sell |
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|
2021
Q2 | $13.8M | Buy |
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|
2021
Q1 | $11.9M | Buy |
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|
2020
Q4 | $9.79M | Buy |
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|
2020
Q3 | $8.13M | Buy |
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|
2020
Q2 | $5.38M | Buy |
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|
2020
Q1 | $4.04M | Buy |
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|
2019
Q4 | $5.33M | Sell |
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|
2019
Q3 | $14.4M | Buy |
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|
2019
Q2 | $871K | Buy |
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