Kestra Private Wealth Services’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 | $377K | Sell |
3,633
-198
| -5% | -$20.5K | 0.01% | 1160 |
|
|
2025
Q1 | $385K | Sell |
3,831
-91
| -2% | -$9.15K | 0.01% | 1083 |
|
|
2024
Q4 | $402K | Sell |
3,922
-522
| -12% | -$53.5K | 0.01% | 1024 |
|
|
2024
Q3 | $467K | Buy |
4,444
+483
| +12% | +$50.7K | 0.01% | 902 |
|
|
2024
Q2 | $377K | Buy |
3,961
+1,036
| +35% | +$98.6K | 0.01% | 948 |
|
|
2024
Q1 | $290K | Buy |
+2,925
| New | +$290K | 0.01% | 1027 |
|