Northwestern Mutual Wealth Management’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 | $937K | Sell |
9,039
-45
| -0.5% | -$4.67K | ﹤0.01% | 1185 |
|
|
2025
Q1 | $914K | Sell |
9,084
-244
| -3% | -$24.5K | ﹤0.01% | 1139 |
|
|
2024
Q4 | $956K | Sell |
9,328
-613
| -6% | -$62.8K | ﹤0.01% | 1084 |
|
|
2024
Q3 | $1.04M | Sell |
9,941
-212
| -2% | -$22.3K | ﹤0.01% | 1044 |
|
|
2024
Q2 | $966K | Sell |
10,153
-32
| -0.3% | -$3.05K | ﹤0.01% | 1033 |
|
|
2024
Q1 | $1.01M | Buy |
10,185
+219
| +2% | +$21.7K | ﹤0.01% | 1011 |
|
|
2023
Q4 | $916K | Buy |
9,966
+1,155
| +13% | +$106K | ﹤0.01% | 1001 |
|
|
2023
Q3 | $737K | Buy |
8,811
+1,331
| +18% | +$111K | ﹤0.01% | 1042 |
|
|
2023
Q2 | $660K | Sell |
7,480
-42,967
| -85% | -$3.79M | ﹤0.01% | 1067 |
|
|
2023
Q1 | $4.33M | Buy |
50,447
+3,052
| +6% | +$262K | 0.01% | 514 |
|
|
2022
Q4 | $3.99M | Buy |
47,395
+3,248
| +7% | +$273K | 0.01% | 515 |
|
|
2022
Q3 | $3.37M | Sell |
44,147
-2,687
| -6% | -$205K | 0.01% | 507 |
|
|
2022
Q2 | $3.78M | Buy |
+46,834
| New | +$3.78M | 0.01% | 488 |
|
|
2021
Q3 | – | Sell |
-3
| Closed | – | – | 3113 |
|
|
2021
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3096 |
|
|
2020
Q4 | – | Sell |
-26
| Closed | -$2K | – | 2786 |
|
|
2020
Q3 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 2352 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$6K | – | 2549 |
|
|
2018
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 1976 |
|