Independent Wealth Network’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
12,644
+120
| +1% | +$14.2K | 0.54% | 44 |
|
|
2025
Q1 | $1.44M | Buy |
12,524
+190
| +2% | +$21.9K | 0.58% | 42 |
|
|
2024
Q4 | $1.41M | Buy |
12,334
+2,054
| +20% | +$234K | 0.57% | 40 |
|
|
2024
Q3 | $1.23M | Buy |
10,280
+223
| +2% | +$26.7K | 0.54% | 41 |
|
|
2024
Q2 | $1.1M | Sell |
10,057
-97
| -1% | -$10.6K | 0.51% | 46 |
|
|
2024
Q1 | $1.14M | Buy |
10,154
+59
| +0.6% | +$6.61K | 0.53% | 45 |
|
|
2023
Q4 | $1.04M | Sell |
10,095
-1,383
| -12% | -$142K | 0.55% | 45 |
|
|
2023
Q3 | $1.08M | Sell |
11,478
-688
| -6% | -$64.6K | 0.66% | 37 |
|
|
2023
Q2 | $1.19M | Buy |
12,166
+102
| +0.8% | +$9.97K | 0.71% | 31 |
|
|
2023
Q1 | $1.15M | Buy |
12,064
+89
| +0.7% | +$8.51K | 0.74% | 29 |
|
|
2022
Q4 | $1.13M | Sell |
11,975
-473
| -4% | -$44.8K | 0.78% | 29 |
|
|
2022
Q3 | $1.06M | Sell |
12,448
-518
| -4% | -$44.3K | 0.83% | 28 |
|
|
2022
Q2 | $1.19M | Sell |
12,966
-793
| -6% | -$72.6K | 0.85% | 28 |
|
|
2022
Q1 | $1.44M | Buy |
13,759
+77
| +0.6% | +$8.04K | 0.91% | 25 |
|
|
2021
Q4 | $1.45M | Buy |
13,682
+114
| +0.8% | +$12.1K | 0.89% | 25 |
|
|
2021
Q3 | $1.4M | Buy |
+13,568
| New | +$1.4M | 0.92% | 27 |
|