Modera Wealth Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7M | Sell |
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|
2025
Q1 | $34.2M | Sell |
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|
2024
Q4 | $35.1M | Sell |
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|
2024
Q3 | $38.3M | Sell |
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|
2024
Q2 | $35.9M | Sell |
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|
2024
Q1 | $37.9M | Sell |
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|
2023
Q4 | $35.6M | Sell |
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|
2023
Q3 | $33.1M | Sell |
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|
2023
Q2 | $35.7M | Sell |
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|
2023
Q1 | $36.1M | Sell |
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|
2022
Q4 | $38.8M | Sell |
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|
2022
Q3 | $43M | Sell |
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|
2022
Q2 | $50.3M | Sell |
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|
2022
Q1 | $87.3M | Sell |
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|
2021
Q4 | $168M | Buy |
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|
2021
Q3 | $152M | Buy |
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|
2021
Q2 | $148M | Sell |
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|
2021
Q1 | $142M | Sell |
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|
2020
Q4 | $136M | Buy |
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|
2020
Q3 | $118M | Buy |
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|
2020
Q2 | $109M | Buy |
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|
2020
Q1 | $83.6M | Buy |
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|
2019
Q4 | $68.6M | Buy |
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|
2019
Q3 | $58.4M | Buy |
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|
2019
Q2 | $215K | Buy |
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