Independent Wealth Network’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
2026 Q1	–	Sell	-15,514	Closed	-$1.92M	–	324
2025 Q4	$1.92M	Buy	15,514 +1,019	+7%	+$126K	0.59%	41
2025 Q3	$1.8M	Buy	14,495 +1,851	+15%	+$224K	0.58%	42
2025 Q2	$1.49M	Buy	12,644 +120	+1%	+$13.7K	0.54%	44
2025 Q1	$1.44M	Buy	12,524 +190	+2%	+$22.1K	0.58%	42
2024 Q4	$1.41M	Buy	12,334 +2,054	+20%	+$245K	0.57%	40
2024 Q3	$1.23M	Buy	10,280 +223	+2%	+$25.5K	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%	+$6.23K	0.53%	45
2023 Q4	$1.04M	Sell	10,095 -1,383	-12%	-$133K	0.55%	45
2023 Q3	$1.08M	Sell	11,478 -688	-6%	-$67.5K	0.66%	37
2023 Q2	$1.19M	Buy	12,166 +102	+0.8%	+$9.7K	0.71%	31
2023 Q1	$1.15M	Buy	12,064 +89	+0.7%	+$8.59K	0.74%	29
2022 Q4	$1.13M	Sell	11,975 -473	-4%	-$44.4K	0.78%	29
2022 Q3	$1.06M	Sell	12,448 -518	-4%	-$49.2K	0.83%	28
2022 Q2	$1.19M	Sell	12,966 -793	-6%	-$78.5K	0.85%	28
2022 Q1	$1.44M	Buy	13,759 +77	+0.6%	+$7.86K	0.91%	25
2021 Q4	$1.45M	Buy	13,682 +114	+0.8%	+$11.6K	0.89%	25
2021 Q3	$1.4M	Buy	+13,568	New	+$1.34M	0.92%	27