HHM Wealth Advisors’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
Q2 | $2.63M | Hold |
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|
2025
Q1 | $2.57M | Hold |
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|
2024
Q4 | $2.54M | Sell |
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|
2024
Q3 | $2.75M | Sell |
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|
2024
Q2 | $2.62M | Sell |
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|
2024
Q1 | $3M | Sell |
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|
2023
Q4 | $2.97M | Sell |
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|
2023
Q3 | $2.77M | Sell |
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|
2023
Q2 | $3.01M | Sell |
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|
2023
Q1 | $3.24M | Sell |
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|
2022
Q4 | $3.24M | Sell |
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|
2022
Q3 | $3.02M | Sell |
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|
2022
Q2 | $3.74M | Hold |
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|
2022
Q1 | $4.27M | Sell |
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|
2021
Q4 | $4.38M | Sell |
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|
2021
Q3 | $4.01M | Sell |
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|
2021
Q2 | $4.24M | Sell |
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|
2021
Q1 | $4.01M | Sell |
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|
2020
Q4 | $3.81M | Sell |
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|
2020
Q3 | $3.5M | Sell |
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|
2020
Q2 | $4.97M | Sell |
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|
2020
Q1 | $10.1M | Buy |
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|
2019
Q4 | $12.3M | Buy |
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|
2019
Q3 | $10.6M | Buy |
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|
2019
Q2 | $10.4M | Buy |
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|
2019
Q1 | $9.82M | Buy |
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|
2018
Q4 | $8.2M | Buy |
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