Sanctuary Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $51.6K | Hold |
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|
2024
Q3 | $54.1K | Hold |
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|
2024
Q2 | $49.4K | Hold |
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|
2024
Q1 | $50.6K | Sell |
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|
2023
Q4 | $46.9K | Sell |
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|
2023
Q3 | $100K | Hold |
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|
2023
Q2 | $104K | Buy |
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|
2022
Q4 | $101K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $200K | Sell |
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|
2021
Q1 | $693K | Hold |
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|
2020
Q4 | $635K | Sell |
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|
2020
Q3 | $598K | Sell |
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|
2020
Q2 | $575K | Sell |
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|
2020
Q1 | $525K | Sell |
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|
2019
Q4 | $773K | Sell |
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|
2019
Q3 | $955K | Hold |
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|
2019
Q2 | $941K | Buy |
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|
2019
Q1 | $456K | Hold |
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|
2018
Q4 | $456K | Hold |
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|
2018
Q3 | $524K | Hold |
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|
2018
Q2 | $499K | Buy |
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