Northwestern Mutual Wealth Management’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 | $112K | Buy |
948
+502
| +113% | +$59.3K | ﹤0.01% | 1965 |
|
|
2025
Q1 | $51.4K | Sell |
446
-50
| -10% | -$5.76K | ﹤0.01% | 2168 |
|
|
2024
Q4 | $56.6K | Sell |
496
-2,231
| -82% | -$255K | ﹤0.01% | 2140 |
|
|
2024
Q3 | $326K | Buy |
2,727
+2,188
| +406% | +$262K | ﹤0.01% | 1459 |
|
|
2024
Q2 | $58.8K | Sell |
539
-64
| -11% | -$6.98K | ﹤0.01% | 2033 |
|
|
2024
Q1 | $67.6K | Buy |
603
+10
| +2% | +$1.12K | ﹤0.01% | 1962 |
|
|
2023
Q4 | $60.9K | Sell |
593
-191
| -24% | -$19.6K | ﹤0.01% | 1975 |
|
|
2023
Q3 | $73.6K | Hold |
784
| – | – | ﹤0.01% | 1831 |
|
|
2023
Q2 | $76.7K | Sell |
784
-4
| -0.5% | -$391 | ﹤0.01% | 1834 |
|
|
2023
Q1 | $75.3K | Sell |
788
-65
| -8% | -$6.22K | ﹤0.01% | 1793 |
|
|
2022
Q4 | $80.8K | Buy |
853
+187
| +28% | +$17.7K | ﹤0.01% | 1745 |
|
|
2022
Q3 | $57K | Buy |
666
+238
| +56% | +$20.4K | ﹤0.01% | 1856 |
|
|
2022
Q2 | $39K | Sell |
428
-33
| -7% | -$3.01K | ﹤0.01% | 1999 |
|
|
2022
Q1 | $48K | Buy |
461
+106
| +30% | +$11K | ﹤0.01% | 1967 |
|
|
2021
Q4 | $37K | Hold |
355
| – | – | ﹤0.01% | 2098 |
|
|
2021
Q3 | $34K | Hold |
355
| – | – | ﹤0.01% | 2030 |
|
|
2021
Q2 | $35K | Hold |
355
| – | – | ﹤0.01% | 1971 |
|
|
2021
Q1 | $32K | Hold |
355
| – | – | ﹤0.01% | 1883 |
|
|
2020
Q4 | $30K | Sell |
355
-332
| -48% | -$28.1K | ﹤0.01% | 1814 |
|
|
2020
Q3 | $51K | Hold |
687
| – | – | ﹤0.01% | 1499 |
|
|
2020
Q2 | $48K | Sell |
687
-289
| -30% | -$20.2K | ﹤0.01% | 1454 |
|
|
2020
Q1 | $57K | Sell |
976
-1,795
| -65% | -$105K | ﹤0.01% | 1333 |
|
|
2019
Q4 | $221K | Hold |
2,771
| – | – | ﹤0.01% | 915 |
|
|
2019
Q3 | $210K | Buy |
2,771
+1,209
| +77% | +$91.6K | ﹤0.01% | 878 |
|
|
2019
Q2 | $117K | Buy |
1,562
+679
| +77% | +$50.9K | ﹤0.01% | 1062 |
|
|
2019
Q1 | $64K | Buy |
883
+813
| +1,161% | +$58.9K | ﹤0.01% | 1246 |
|
|
2018
Q4 | $5K | Hold |
70
| – | – | ﹤0.01% | 2040 |
|
|
2018
Q3 | $5K | Hold |
70
| – | – | ﹤0.01% | 2104 |
|
|
2018
Q2 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 2015 |
|