Patten Group’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 | $577K | Buy |
4,878
+1,114
| +30% | +$132K | 0.12% | 161 |
|
|
2025
Q1 | $434K | Hold |
3,764
| – | – | 0.1% | 187 |
|
|
2024
Q4 | $430K | Buy |
3,764
+580
| +18% | +$66.2K | 0.1% | 190 |
|
|
2024
Q3 | $381K | Sell |
3,184
-190
| -6% | -$22.7K | 0.08% | 203 |
|
|
2024
Q2 | $368K | Buy |
3,374
+30
| +0.9% | +$3.28K | 0.09% | 198 |
|
|
2024
Q1 | $375K | Sell |
3,344
-11,509
| -77% | -$1.29M | 0.09% | 196 |
|
|
2023
Q4 | $1.53M | Buy |
14,853
+1,858
| +14% | +$191K | 0.41% | 69 |
|
|
2023
Q3 | $1.22M | Buy |
12,995
+1,251
| +11% | +$118K | 0.36% | 80 |
|
|
2023
Q2 | $1.15M | Buy |
11,744
+3,686
| +46% | +$360K | 0.17% | 90 |
|
|
2023
Q1 | $770K | Sell |
8,058
-2,878
| -26% | -$275K | 0.23% | 128 |
|
|
2022
Q4 | $1.04M | Buy |
10,936
+4,381
| +67% | +$415K | 0.33% | 95 |
|
|
2022
Q3 | $570K | Buy |
+6,555
| New | +$570K | 0.2% | 137 |
|