Mariner Independent Advisor Network’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
Q2 | – | Sell |
-124,247
| Closed | -$6.94M | – | 349 |
|
|
2020
Q1 | $6.94M | Sell |
124,247
-26,879
| -18% | -$1.5M | 0.63% | 39 |
|
|
2019
Q4 | $12M | Buy |
151,126
+7,673
| +5% | +$611K | 0.87% | 21 |
|
|
2019
Q3 | $10.8M | Buy |
143,453
+3,555
| +3% | +$267K | 0.82% | 23 |
|
|
2019
Q2 | $10.5M | Buy |
139,898
+5,288
| +4% | +$396K | 0.79% | 25 |
|
|
2019
Q1 | $9.92M | Sell |
134,610
-58,030
| -30% | -$4.28M | 0.84% | 22 |
|
|
2018
Q4 | $13M | Buy |
192,640
+58,225
| +43% | +$3.92M | 1.16% | 17 |
|
|
2018
Q3 | $10M | Buy |
+134,415
| New | +$10M | 1.25% | 17 |
|
|
2018
Q2 | – | Sell |
-108,524
| Closed | -$7.56M | – | 244 |
|
|
2018
Q1 | $7.56M | Buy |
108,524
+18,354
| +20% | +$1.28M | 0.47% | 49 |
|
|
2017
Q4 | $6.47M | Buy |
+90,170
| New | +$6.47M | 0.68% | 33 |
|