Global Retirement Partners’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.9K | Buy |
+905
| New | +$93.9K | ﹤0.01% | 1467 |
|
|
2024
Q4 | $91.9K | Sell |
897
-42
| -4% | -$4.31K | ﹤0.01% | 1318 |
|
|
2024
Q3 | $98.6K | Sell |
939
-947
| -50% | -$99.4K | ﹤0.01% | 1243 |
|
|
2024
Q2 | $180K | Buy |
1,886
+9
| +0.5% | +$857 | 0.01% | 928 |
|
|
2024
Q1 | $186K | Buy |
1,877
+5
| +0.3% | +$496 | 0.01% | 818 |
|
|
2023
Q4 | $169K | Sell |
1,872
-933
| -33% | -$84.3K | 0.01% | 823 |
|
|
2023
Q3 | $230K | Buy |
2,805
+2,699
| +2,546% | +$221K | 0.01% | 622 |
|
|
2023
Q2 | $9.36K | Hold |
106
| – | – | ﹤0.01% | 1988 |
|
|
2023
Q1 | $8.94K | Sell |
106
-144
| -58% | -$12.1K | ﹤0.01% | 1958 |
|
|
2022
Q4 | $21K | Hold |
250
| – | – | ﹤0.01% | 1457 |
|
|
2022
Q3 | $21K | Hold |
250
| – | – | ﹤0.01% | 1370 |
|
|
2022
Q2 | $20K | Hold |
250
| – | – | ﹤0.01% | 1351 |
|
|
2022
Q1 | $22K | Buy |
+250
| New | +$22K | ﹤0.01% | 1319 |
|
|
2021
Q4 | – | Sell |
-36
| Closed | -$3K | – | 1076 |
|
|
2021
Q3 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 1755 |
|