LWM 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
Q2 | $1.56M | Sell |
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|
2025
Q1 | $1.52M | Sell |
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|
2024
Q4 | $1.59M | Buy |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.52M | Sell |
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|
2024
Q1 | $1.6M | Sell |
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|
2023
Q4 | $1.49M | Buy |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $3.37M | Buy |
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|
2023
Q1 | $2.51M | Buy |
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|
2022
Q4 | $2.09M | Buy |
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $1.9M | Buy |
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|
2022
Q1 | $371K | Buy |
|