Principal Securities’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 | $155K | Sell |
1,490
-303
| -17% | -$31.4K | ﹤0.01% | 1351 |
|
2025
Q1 | $184K | Hold |
1,793
| – | – | ﹤0.01% | 1164 |
|
2024
Q4 | $184K | Buy |
1,793
+933
| +108% | +$95.6K | ﹤0.01% | 1164 |
|
2024
Q3 | $90.3K | Buy |
860
+3
| +0.4% | +$315 | ﹤0.01% | 1444 |
|
2024
Q2 | $81.6K | Buy |
857
+256
| +43% | +$24.4K | ﹤0.01% | 1403 |
|
2024
Q1 | $59.6K | Buy |
601
+101
| +20% | +$10K | ﹤0.01% | 1493 |
|
2023
Q4 | $45.9K | Buy |
+500
| New | +$45.9K | ﹤0.01% | 1528 |
|