North Star Asset 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 | – | Sell |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $268K | Hold |
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|
2024
Q3 | $281K | Hold |
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|
2024
Q2 | $257K | Hold |
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|
2024
Q1 | $263K | Hold |
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|
2023
Q4 | $241K | Hold |
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|
2023
Q3 | $221K | Hold |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $305K | Hold |
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|
2022
Q3 | $275K | Hold |
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|
2022
Q2 | $294K | Hold |
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|
2022
Q1 | $336K | Hold |
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|
2021
Q4 | $341K | Hold |
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|
2021
Q3 | $309K | Hold |
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|
2021
Q2 | $311K | Buy |
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