MN Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
16,752
-2,347
| -12% | -$277K | 1.15% | 18 |
|
|
2025
Q1 | $2.2M | Sell |
19,099
-438
| -2% | -$50.5K | 1.29% | 20 |
|
|
2024
Q4 | $2.23M | Sell |
19,537
-32
| -0.2% | -$3.65K | 1.25% | 19 |
|
|
2024
Q3 | $2.34M | Sell |
19,569
-977
| -5% | -$117K | 1.33% | 17 |
|
|
2024
Q2 | $2.24M | Sell |
20,546
-31
| -0.2% | -$3.39K | 1.3% | 19 |
|
|
2024
Q1 | $2.3M | Sell |
20,577
-118
| -0.6% | -$13.2K | 1.43% | 17 |
|
|
2023
Q4 | $2.13M | Buy |
+20,695
| New | +$2.13M | 1.46% | 13 |
|