RW
RVW Wealth’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.07M | Sell |
68,206
-994
| -1% | -$103K | 0.6% | 32 |
|
|
2025
Q1 | $6.96M | Sell |
69,200
-3,608
| -5% | -$363K | 0.66% | 32 |
|
|
2024
Q4 | $7.46M | Sell |
72,808
-564
| -0.8% | -$57.8K | 0.7% | 32 |
|
|
2024
Q3 | $7.71M | Sell |
73,372
-1,173
| -2% | -$123K | 0.72% | 33 |
|
|
2024
Q2 | $7.1M | Sell |
74,545
-2,111
| -3% | -$201K | 0.71% | 33 |
|
|
2024
Q1 | $7.6M | Sell |
76,656
-14,909
| -16% | -$1.48M | 0.78% | 33 |
|
|
2023
Q4 | $8.41M | Sell |
91,565
-4,543
| -5% | -$417K | 0.92% | 31 |
|
|
2023
Q3 | $8.04M | Sell |
96,108
-2,238
| -2% | -$187K | 0.97% | 32 |
|
|
2023
Q2 | $8.68M | Sell |
98,346
-4,408
| -4% | -$389K | 1.02% | 30 |
|
|
2023
Q1 | $8.82M | Sell |
102,754
-648
| -0.6% | -$55.6K | 1.09% | 31 |
|
|
2022
Q4 | $8.7M | Sell |
103,402
-1,818
| -2% | -$153K | 1.11% | 29 |
|
|
2022
Q3 | $8.04M | Sell |
105,220
-93
| -0.1% | -$7.11K | 1.13% | 32 |
|
|
2022
Q2 | $8.5M | Sell |
105,313
-597
| -0.6% | -$48.2K | 1.14% | 31 |
|
|
2022
Q1 | $9.91M | Sell |
105,910
-277
| -0.3% | -$25.9K | 1.14% | 31 |
|
|
2021
Q4 | $10.1M | Sell |
106,187
-3,568
| -3% | -$340K | 1.13% | 30 |
|
|
2021
Q3 | $10M | Sell |
109,755
-5,717
| -5% | -$521K | 1.2% | 30 |
|
|
2021
Q2 | $10M | Sell |
115,472
-1,796
| -2% | -$156K | 1.25% | 30 |
|
|
2021
Q1 | $10M | Sell |
117,268
-127,237
| -52% | -$10.9M | 1.31% | 30 |
|
|
2020
Q4 | $18M | Buy |
244,505
+5,256
| +2% | +$387K | 2.64% | 16 |
|
|
2020
Q3 | $15.3M | Sell |
239,249
-2,189
| -0.9% | -$140K | 2.59% | 18 |
|
|
2020
Q2 | $14.6M | Buy |
241,438
+50,183
| +26% | +$3.03M | 2.66% | 16 |
|
|
2020
Q1 | $9.53M | Buy |
+191,255
| New | +$9.53M | 2.23% | 15 |
|