J.P. Morgan Private Wealth Advisors’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,364
| Closed | -$209K | – | 1750 |
|
|
2023
Q2 | $209K | Sell |
3,364
-8,412
| -71% | -$523K | ﹤0.01% | 1371 |
|
|
2023
Q1 | $661K | Sell |
11,776
-524
| -4% | -$29.4K | ﹤0.01% | 1351 |
|
|
2022
Q4 | $641K | Buy |
12,300
+6
| +0% | +$313 | ﹤0.01% | 1355 |
|
|
2022
Q3 | $602K | Sell |
12,294
-2
| -0% | -$98 | ﹤0.01% | 1375 |
|
|
2022
Q2 | $626K | Buy |
12,296
+326
| +3% | +$16.6K | ﹤0.01% | 1362 |
|
|
2022
Q1 | $730K | Sell |
11,970
-8,445
| -41% | -$515K | ﹤0.01% | 1356 |
|
|
2021
Q4 | $1.38M | Buy |
20,415
+929
| +5% | +$63K | ﹤0.01% | 1087 |
|
|
2021
Q3 | $1.26M | Sell |
19,486
-9,562
| -33% | -$620K | ﹤0.01% | 1107 |
|
|
2021
Q2 | $1.96M | Sell |
29,048
-165
| -0.6% | -$11.2K | 0.01% | 889 |
|
|
2021
Q1 | $1.96M | Sell |
29,213
-4,760
| -14% | -$319K | 0.01% | 776 |
|
|
2020
Q4 | $2.13M | Buy |
33,973
+4,015
| +13% | +$252K | 0.01% | 711 |
|
|
2020
Q3 | $1.55M | Buy |
29,958
+1,017
| +4% | +$52.6K | 0.01% | 729 |
|
|
2020
Q2 | $1.38M | Buy |
+28,941
| New | +$1.38M | 0.01% | 694 |
|