Journey Strategic Wealth’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
10,729
+328
| +3% | +$34K | 0.04% | 150 |
|
|
2025
Q1 | $1.05M | Buy |
10,401
+264
| +3% | +$26.6K | 0.04% | 131 |
|
|
2024
Q4 | $1.04M | Buy |
10,137
+1,325
| +15% | +$136K | 0.04% | 122 |
|
|
2024
Q3 | $926K | Buy |
8,812
+1,107
| +14% | +$116K | 0.03% | 136 |
|
|
2024
Q2 | $733K | Buy |
7,705
+1,322
| +21% | +$126K | 0.03% | 123 |
|
|
2024
Q1 | $633K | Sell |
6,383
-41,798
| -87% | -$4.14M | 0.03% | 107 |
|
|
2023
Q4 | $4.43M | Buy |
48,181
+2,373
| +5% | +$218K | 0.21% | 22 |
|
|
2023
Q3 | $3.83M | Buy |
+45,808
| New | +$3.83M | 0.18% | 22 |
|