O'Shaughnessy 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 | $123K | Hold |
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|
2025
Q1 | $120K | Hold |
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|
2024
Q4 | $119K | Hold |
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|
2024
Q3 | $126K | Hold |
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|
2024
Q2 | $114K | Hold |
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|
2024
Q1 | $117K | Hold |
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|
2023
Q4 | $107K | Hold |
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|
2023
Q3 | $97.9K | Hold |
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|
2023
Q2 | $102K | Hold |
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|
2023
Q1 | $99.6K | Buy |
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|
2022
Q4 | $78.2K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $137K | Buy |
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|
2021
Q2 | $58K | Buy |
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