IFP 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 | $32.8K | Buy |
317
+2
| +0.6% | +$207 | ﹤0.01% | 2272 |
|
|
2025
Q1 | $31.7K | Buy |
315
+1
| +0.3% | +$101 | ﹤0.01% | 2089 |
|
|
2024
Q4 | $32.2K | Buy |
314
+2
| +0.6% | +$205 | ﹤0.01% | 2044 |
|
|
2024
Q3 | $32.8K | Buy |
312
+1
| +0.3% | +$105 | ﹤0.01% | 1915 |
|
|
2024
Q2 | $29.6K | Buy |
311
+2
| +0.6% | +$190 | ﹤0.01% | 1900 |
|
|
2024
Q1 | $30.6K | Buy |
309
+1
| +0.3% | +$99 | ﹤0.01% | 1779 |
|
|
2023
Q4 | $28.3K | Sell |
308
-1,375
| -82% | -$126K | ﹤0.01% | 1782 |
|
|
2023
Q3 | $141K | Buy |
1,683
+7
| +0.4% | +$586 | 0.01% | 1122 |
|
|
2023
Q2 | $148K | Buy |
1,676
+19
| +1% | +$1.68K | 0.01% | 1159 |
|
|
2023
Q1 | $107K | Buy |
1,657
+23
| +1% | +$1.49K | ﹤0.01% | 1222 |
|
|
2022
Q4 | $107K | Sell |
1,634
-641
| -28% | -$42K | ﹤0.01% | 1711 |
|
|
2022
Q3 | $148K | Buy |
2,275
+153
| +7% | +$9.95K | ﹤0.01% | 1599 |
|
|
2022
Q2 | $137K | Hold |
2,122
| – | – | ﹤0.01% | 1494 |
|
|
2022
Q1 | $137K | Buy |
2,122
+2,017
| +1,921% | +$130K | ﹤0.01% | 1494 |
|
|
2021
Q4 | $10K | Hold |
105
| – | – | ﹤0.01% | 2185 |
|
|
2021
Q3 | $9K | Hold |
105
| – | – | ﹤0.01% | 2266 |
|
|
2021
Q2 | $9K | Buy |
+105
| New | +$9K | ﹤0.01% | 2244 |
|