JP Morgan Chase’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.06M	Buy	25,457 +1,166	+5%	+$92.3K	﹤0.01%	4075
2025 Q4	$1.82M	Sell	24,291 -555	-2%	-$42.8K	﹤0.01%	4144
2025 Q3	$1.9M	Buy	24,846 +24,843	+828,100%	+$1.84M	﹤0.01%	4120
2025 Q2	$273	Hold	3	–	–	﹤0.01%	6755
2025 Q1	$258	Hold	3	–	–	﹤0.01%	6770
2024 Q4	$243	Sell	3 -7	-70%	-$476	﹤0.01%	6890
2024 Q3	$687	Buy	+10	New	+$632	﹤0.01%	6768
2023 Q4	–	Sell	-207	Closed	-$10.4K	–	7839
2023 Q3	$10.4K	Buy	+207	New	+$11.3K	﹤0.01%	6250
2022 Q2	–	Sell	-2,550	Closed	-$154K	–	6836
2022 Q1	$154K	Hold	2,550	–	–	﹤0.01%	5313
2021 Q4	$146K	Hold	2,550	–	–	﹤0.01%	5513
2021 Q3	$131K	Sell	2,550 -8,836	-78%	-$477K	﹤0.01%	5433
2021 Q2	$588K	Buy	11,386 +1,190	+12%	+$63.2K	﹤0.01%	4597
2021 Q1	$527K	Buy	10,196 +4,914	+93%	+$244K	﹤0.01%	4647
2020 Q4	$264K	Buy	+5,282	New	+$266K	﹤0.01%	4706
2018 Q1	–	Sell	-500	Closed	-$21K	–	5596
2017 Q4	$21K	Hold	500	–	–	﹤0.01%	5155
2017 Q3	$22K	Hold	500	–	–	﹤0.01%	4623
2017 Q2	$21K	Buy	+500	New	+$21.5K	﹤0.01%	4528