N.E.W. Advisory Services’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Sell |
6,993
-78,683
| -92% | -$8.16M | 0.07% | 95 |
|
|
2025
Q1 | $8.62M | Buy |
85,676
+44,149
| +106% | +$4.44M | 0.66% | 36 |
|
|
2024
Q4 | $4.26M | Sell |
41,527
-9,284
| -18% | -$951K | 0.4% | 41 |
|
|
2024
Q3 | $5.34M | Buy |
50,811
+13,836
| +37% | +$1.45M | 0.53% | 33 |
|
|
2024
Q2 | $3.52M | Buy |
36,975
+2,943
| +9% | +$280K | 0.38% | 41 |
|
|
2024
Q1 | $3.38M | Sell |
34,032
-52
| -0.2% | -$5.16K | 0.37% | 41 |
|
|
2023
Q4 | $3.13M | Buy |
34,084
+19,576
| +135% | +$1.8M | 0.38% | 41 |
|
|
2023
Q3 | $1.21M | Buy |
+14,508
| New | +$1.21M | 0.17% | 63 |
|