JPMorgan Chase & Co’s Invesco Dividend Achievers ETF PFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
39,665
-1,103
| -3% | -$53.1K | ﹤0.01% | 3369 |
|
|
2025
Q1 | $1.87M | Buy |
40,768
+5,060
| +14% | +$232K | ﹤0.01% | 3312 |
|
|
2024
Q4 | $1.64M | Sell |
35,708
-1,090
| -3% | -$50K | ﹤0.01% | 3517 |
|
|
2024
Q3 | $1.71M | Buy |
36,798
+4,036
| +12% | +$188K | ﹤0.01% | 3353 |
|
|
2024
Q2 | $1.4M | Buy |
32,762
+5,990
| +22% | +$256K | ﹤0.01% | 3311 |
|
|
2024
Q1 | $1.14M | Buy |
26,772
+5,943
| +29% | +$253K | ﹤0.01% | 3488 |
|
|
2023
Q4 | $831K | Buy |
20,829
+6,723
| +48% | +$268K | ﹤0.01% | 3637 |
|
|
2023
Q3 | $515K | Buy |
14,106
+1,729
| +14% | +$63.2K | ﹤0.01% | 3708 |
|
|
2023
Q2 | $473K | Sell |
12,377
-326
| -3% | -$12.5K | ﹤0.01% | 3794 |
|
|
2023
Q1 | $465K | Buy |
12,703
+1,655
| +15% | +$60.6K | ﹤0.01% | 3873 |
|
|
2022
Q4 | $404K | Buy |
11,048
+10,920
| +8,531% | +$399K | ﹤0.01% | 3865 |
|
|
2022
Q3 | $4K | Sell |
128
-162
| -56% | -$5.06K | ﹤0.01% | 5243 |
|
|
2022
Q2 | $10K | Buy |
+290
| New | +$10K | ﹤0.01% | 5179 |
|
|
2020
Q1 | – | Sell |
-940
| Closed | -$29K | – | 4787 |
|
|
2019
Q4 | $29K | Buy |
+940
| New | +$29K | ﹤0.01% | 4364 |
|
|
2019
Q3 | – | Sell |
-2,311
| Closed | -$66K | – | 4873 |
|
|
2019
Q2 | $66K | Buy |
+2,311
| New | +$66K | ﹤0.01% | 4158 |
|