LifePlan Financial Group’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $91K | Hold |
1,226
| – | – | 0.04% | 192 |
|
|
2020
Q2 | $85K | Hold |
1,226
| – | – | 0.04% | 197 |
|
|
2020
Q1 | $72K | Sell |
1,226
-767
| -38% | -$45K | 0.04% | 195 |
|
|
2019
Q4 | $159K | Hold |
1,993
| – | – | 0.07% | 148 |
|
|
2019
Q3 | $151K | Sell |
1,993
-45
| -2% | -$3.41K | 0.07% | 149 |
|
|
2019
Q2 | $153K | Sell |
2,038
-352
| -15% | -$26.4K | 0.07% | 141 |
|
|
2019
Q1 | $175K | Sell |
2,390
-24
| -1% | -$1.76K | 0.09% | 137 |
|
|
2018
Q4 | $157K | Hold |
2,414
| – | – | 0.1% | 139 |
|
|
2018
Q3 | $180K | Hold |
2,414
| – | – | 0.1% | 132 |
|
|
2018
Q2 | $172K | Hold |
2,414
| – | – | 0.1% | 133 |
|
|
2018
Q1 | $168K | Buy |
+2,414
| New | +$168K | 0.1% | 125 |
|