JWM
Jackson Wealth Management’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
42,257
-57,277
| -58% | -$3.58M | 0.29% | 63 |
|
|
2025
Q1 | $5.65M | Sell |
99,534
-23
| -0% | -$1.31K | 0.69% | 39 |
|
|
2024
Q4 | $5.98M | Buy |
99,557
+20,836
| +26% | +$1.25M | 0.68% | 41 |
|
|
2024
Q3 | $4.49M | Buy |
78,721
+30,714
| +64% | +$1.75M | 0.54% | 49 |
|
|
2024
Q2 | $2.6M | Sell |
48,007
-31,930
| -40% | -$1.73M | 0.56% | 46 |
|
|
2024
Q1 | $4.11M | Sell |
79,937
-442
| -0.5% | -$22.7K | 0.51% | 49 |
|
|
2023
Q4 | $3.76M | Sell |
80,379
-1,926
| -2% | -$90.1K | 0.49% | 45 |
|
|
2023
Q3 | $3.53M | Buy |
82,305
+34,648
| +73% | +$1.48M | 0.5% | 44 |
|
|
2023
Q2 | $2.08M | Sell |
47,657
-2,805
| -6% | -$122K | 0.31% | 60 |
|
|
2023
Q1 | $2.01M | Buy |
+50,462
| New | +$2.01M | 1.51% | 23 |
|