GA
Goldstein 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 | $1.19M | Sell |
11,442
-160
| -1% | -$16.6K | 0.16% | 55 |
|
|
2025
Q1 | $1.17M | Buy |
11,602
+83
| +0.7% | +$8.35K | 0.17% | 48 |
|
|
2024
Q4 | $1.18M | Sell |
11,519
-425
| -4% | -$43.6K | 0.17% | 47 |
|
|
2024
Q3 | $1.25M | Sell |
11,944
-221,866
| -95% | -$23.3M | 0.19% | 42 |
|
|
2024
Q2 | $22.3M | Buy |
233,810
+4,137
| +2% | +$394K | 3.72% | 7 |
|
|
2024
Q1 | $22.8M | Buy |
229,673
+10,457
| +5% | +$1.04M | 3.89% | 8 |
|
|
2023
Q4 | $20.1M | Buy |
219,216
+3,270
| +2% | +$300K | 3.4% | 8 |
|
|
2023
Q3 | $18.1M | Buy |
215,946
+9,928
| +5% | +$830K | 3.77% | 8 |
|
|
2023
Q2 | $18.2M | Buy |
206,018
+4,955
| +2% | +$438K | 3.81% | 8 |
|
|
2023
Q1 | $17.2M | Buy |
201,063
+194,502
| +2,965% | +$16.7M | 3.79% | 5 |
|
|
2022
Q4 | $552K | Buy |
+6,561
| New | +$552K | 0.13% | 68 |
|