GeoWealth Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $19.7K | Hold |
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|
2024
Q3 | $20.6K | Hold |
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|
2024
Q2 | $18.8K | Sell |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $22K | Sell |
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $81K | Sell |
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|
2023
Q1 | $5.03M | Sell |
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|
2022
Q4 | $5.09M | Buy |
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|
2022
Q3 | $4.53M | Buy |
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|
2022
Q2 | $4.55M | Sell |
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|
2022
Q1 | $6.74M | Buy |
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|
2021
Q4 | $6.83M | Buy |
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|
2021
Q3 | $6.05M | Buy |
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|
2021
Q2 | $5.26M | Buy |
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|
2021
Q1 | $4.95M | Sell |
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|
2020
Q4 | $5.08M | Buy |
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|
2020
Q3 | $4.44M | Sell |
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|
2020
Q2 | $4.37M | Sell |
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|
2020
Q1 | $3.94M | Buy |
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|
2019
Q4 | $4.6M | Sell |
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|
2019
Q3 | $25.1M | Buy |
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|
2019
Q2 | $2.2M | Buy |
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