KWB 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 | $1.81M | Buy |
17,998
+597
| +3% | +$60K | 0.22% | 61 |
|
|
2025
Q1 | $1.78M | Buy |
17,401
+907
| +5% | +$92.9K | 0.22% | 62 |
|
|
2024
Q4 | $1.73M | Buy |
16,494
+961
| +6% | +$101K | 0.21% | 49 |
|
|
2024
Q3 | $1.48M | Buy |
15,533
+1,263
| +9% | +$120K | 0.19% | 50 |
|
|
2024
Q2 | $1.41M | Hold |
14,270
| – | – | 0.19% | 50 |
|
|
2024
Q1 | $1.41M | Sell |
14,270
-460
| -3% | -$45.6K | 0.19% | 50 |
|
|
2023
Q4 | $1.35M | Buy |
+14,730
| New | +$1.35M | 0.2% | 48 |
|