LAS
LWM Advisory Services’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
15,077
-23
| -0.2% | -$2.39K | 1.08% | 19 |
|
|
2025
Q1 | $1.52M | Sell |
15,100
-422
| -3% | -$42.4K | 1.05% | 21 |
|
|
2024
Q4 | $1.59M | Buy |
15,522
+1,400
| +10% | +$143K | 1.11% | 21 |
|
|
2024
Q3 | $1.48M | Sell |
14,122
-1,872
| -12% | -$197K | 1.1% | 19 |
|
|
2024
Q2 | $1.52M | Sell |
15,994
-139
| -0.9% | -$13.2K | 1.28% | 22 |
|
|
2024
Q1 | $1.6M | Sell |
16,133
-46
| -0.3% | -$4.56K | 1.28% | 19 |
|
|
2023
Q4 | $1.49M | Buy |
16,179
+658
| +4% | +$60.5K | 1.31% | 17 |
|
|
2023
Q3 | $1.3M | Sell |
15,521
-22,641
| -59% | -$1.89M | 1.39% | 16 |
|
|
2023
Q2 | $3.37M | Buy |
38,162
+8,907
| +30% | +$786K | 3.56% | 6 |
|
|
2023
Q1 | $2.51M | Buy |
29,255
+4,473
| +18% | +$384K | 2.68% | 9 |
|
|
2022
Q4 | $2.09M | Buy |
24,782
+6,184
| +33% | +$521K | 2.31% | 12 |
|
|
2022
Q3 | $1.42M | Sell |
18,598
-4,937
| -21% | -$377K | 1.61% | 11 |
|
|
2022
Q2 | $1.9M | Buy |
23,535
+19,573
| +494% | +$1.58M | 2.28% | 8 |
|
|
2022
Q1 | $371K | Buy |
+3,962
| New | +$371K | 0.46% | 68 |
|