Kestra Advisory Services’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.65M Sell
2025
Q2
$2.08M Sell
2025
Q1
$2.57M Buy
2024
Q4
$2.55M Buy
2024
Q3
$2.31M Buy
2024
Q2
$1.89M Sell
2024
Q1
$2.46M Buy
2023
Q4
$2.17M Buy
2023
Q3
$1.84M Buy
2023
Q2
$1.15M Sell
2023
Q1
$2.24M Buy
2022
Q4
$849K Buy
2022
Q3
$560K Buy