HighTower Advisors’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 | $30.6M | Sell |
294,604
-4,930
| -2% | -$511K | 0.04% | 449 |
|
2025
Q1 | $30.1M | Buy |
299,534
+6,833
| +2% | +$687K | 0.04% | 424 |
|
2024
Q4 | $30M | Buy |
292,701
+530
| +0.2% | +$54.3K | 0.04% | 410 |
|
2024
Q3 | $30.7M | Buy |
292,171
+1,246
| +0.4% | +$131K | 0.04% | 402 |
|
2024
Q2 | $27.7M | Sell |
290,925
-1,344
| -0.5% | -$128K | 0.04% | 413 |
|
2024
Q1 | $29M | Sell |
292,269
-240
| -0.1% | -$23.8K | 0.05% | 382 |
|
2023
Q4 | $26.9M | Buy |
292,509
+9,904
| +4% | +$910K | 0.05% | 392 |
|
2023
Q3 | $23.7M | Buy |
282,605
+15,288
| +6% | +$1.28M | 0.04% | 394 |
|
2023
Q2 | $23.6M | Buy |
267,317
+15,878
| +6% | +$1.4M | 0.05% | 373 |
|
2023
Q1 | $21.6M | Buy |
251,439
+219,615
| +690% | +$18.8M | 0.05% | 382 |
|
2022
Q4 | $2.68M | Buy |
31,824
+16,905
| +113% | +$1.42M | 0.01% | 1118 |
|
2022
Q3 | $1.14M | Sell |
14,919
-77
| -0.5% | -$5.9K | ﹤0.01% | 1531 |
|
2022
Q2 | $1.21M | Buy |
+14,996
| New | +$1.21M | ﹤0.01% | 1522 |
|