Sanctuary Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $170K | Sell |
1,654
-167
| -9% | -$17.1K | 0.11% | 46 |
|
|
2024
Q3 | $191K | Hold |
1,821
| – | – | 0.14% | 44 |
|
|
2024
Q2 | $173K | Sell |
1,821
-9
| -0.5% | -$857 | 0.13% | 45 |
|
|
2024
Q1 | $181K | Sell |
1,830
-445
| -20% | -$44.1K | 0.15% | 41 |
|
|
2023
Q4 | $209K | Buy |
2,275
+399
| +21% | +$36.7K | 0.2% | 35 |
|
|
2023
Q3 | $157K | Buy |
1,876
+1,320
| +237% | +$110K | 0.17% | 35 |
|
|
2023
Q2 | $49.1K | Buy |
+556
| New | +$49.1K | 0.05% | 77 |
|