Interactive Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $357K | Sell |
2,738
-121
| -4% | -$15.9K | 0.23% | 58 |
|
|
2025
Q4 | $354K | Sell |
2,859
-1,294
| -31% | -$160K | 0.23% | 60 |
|
|
2025
Q3 | $515K | Sell |
4,153
-1,162
| -22% | -$141K | 0.28% | 51 |
|
|
2025
Q2 | $628K | Sell |
5,315
-260
| -5% | -$29.6K | 0.31% | 51 |
|
|
2025
Q1 | $642K | Buy |
5,575
+1
| +0% | +$116 | 0.34% | 48 |
|
|
2024
Q4 | $636K | Sell |
5,574
-191
| -3% | -$22.8K | 0.33% | 50 |
|
|
2024
Q3 | $690K | Sell |
5,765
-6
| -0.1% | -$686 | 0.36% | 48 |
|
|
2024
Q2 | $630K | Sell |
5,771
-133
| -2% | -$14.5K | 0.35% | 49 |
|
|
2024
Q1 | $661K | Buy |
5,904
+4,783
| +427% | +$505K | 0.37% | 47 |
|
|
2023
Q4 | $533K | Sell |
1,121
-5,048
| -82% | -$486K | 0.29% | 51 |
|
|
2023
Q3 | $579K | Sell |
6,169
-372
| -6% | -$36.5K | 0.39% | 39 |
|
|
2023
Q2 | $640K | Sell |
6,541
-69
| -1% | -$6.56K | 0.43% | 45 |
|
|
2023
Q1 | $632K | Buy |
6,610
+7
| +0.1% | +$675 | 0.41% | 44 |
|
|
2022
Q4 | $626K | Buy |
6,603
+294
| +5% | +$27.6K | 0.38% | 48 |
|
|
2022
Q3 | $539K | Buy |
6,309
+2,676
| +74% | +$254K | 0.31% | 52 |
|
|
2022
Q2 | $333K | Sell |
3,633
-65
| -2% | -$6.43K | 0.17% | 62 |
|
|
2022
Q1 | $379K | Buy |
3,698
+786
| +27% | +$80.2K | 0.18% | 69 |
|
|
2021
Q4 | $309K | Sell |
2,912
-49
| -2% | -$5K | 0.12% | 74 |
|
|
2021
Q3 | $285K | Sell |
2,961
-25
| -0.8% | -$2.46K | 0.12% | 75 |
|
|
2021
Q2 | $289K | Sell |
2,986
-326
| -10% | -$31.2K | 0.12% | 74 |
|
|
2021
Q1 | $302K | Sell |
3,312
-31
| -0.9% | -$2.71K | 0.13% | 72 |
|
|
2020
Q4 | $280K | Sell |
3,343
-523
| -14% | -$41.7K | 0.13% | 73 |
|
|
2020
Q3 | $286K | Sell |
3,866
-172
| -4% | -$12.7K | 0.14% | 63 |
|
|
2020
Q2 | $280K | Sell |
4,038
-328
| -8% | -$21.8K | 0.14% | 57 |
|
|
2020
Q1 | $256K | Sell |
4,366
-892
| -17% | -$65.4K | 0.23% | 37 |
|
|
2019
Q4 | $419K | Buy |
5,258
+68
| +1% | +$5.25K | 0.19% | 56 |
|
|
2019
Q3 | $394K | Sell |
5,190
-512
| -9% | -$38.5K | 0.18% | 52 |
|
|
2019
Q2 | $427K | Sell |
5,702
-770
| -12% | -$56.8K | 0.2% | 54 |
|
|
2019
Q1 | $473K | Buy |
6,472
+276
| +4% | +$19.5K | 0.23% | 43 |
|
|
2018
Q4 | $402K | Sell |
6,196
-95
| -2% | -$6.63K | 0.21% | 42 |
|
|
2018
Q3 | $469K | Buy |
6,291
+726
| +13% | +$53.6K | 0.22% | 48 |
|
|
2018
Q2 | $395K | Buy |
5,565
+157
| +3% | +$11.1K | 0.19% | 52 |
|
|
2018
Q1 | $377K | Buy |
5,408
+255
| +5% | +$18.2K | 0.18% | 53 |
|
|
2017
Q4 | $363K | Buy |
5,153
+1,465
| +40% | +$102K | 0.16% | 55 |
|
|
2017
Q3 | $248K | Buy |
+3,688
| New | +$243K | 0.11% | 56 |
|
Other funds holding JPUS
MWM
DJSG
HAG
SCM
