SIA
SkyView Investment Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-47,388
| Closed | -$4.63M | – | 684 |
|
|
2023
Q2 | $4.63M | Sell |
47,388
-443
| -0.9% | -$43.3K | 1.16% | 10 |
|
|
2023
Q1 | $4.57M | Buy |
47,831
+453
| +1% | +$43.3K | 1.07% | 10 |
|
|
2022
Q4 | $4.49M | Buy |
47,378
+113
| +0.2% | +$10.7K | 1.36% | 4 |
|
|
2022
Q3 | $4.04M | Buy |
47,265
+359
| +0.8% | +$30.7K | 1.18% | 7 |
|
|
2022
Q2 | $4.29M | Sell |
46,906
-4,773
| -9% | -$437K | 1.13% | 5 |
|
|
2022
Q1 | $5.15M | Sell |
51,679
-29,544
| -36% | -$2.95M | 1.22% | 8 |
|
|
2021
Q4 | $8.61M | Sell |
81,223
-611
| -0.7% | -$64.8K | 1.94% | 4 |
|
|
2021
Q3 | $7.87M | Buy |
81,834
+1,228
| +2% | +$118K | 2.21% | 4 |
|
|
2021
Q2 | $7.36M | Hold |
80,606
| – | – | 3.43% | 3 |
|
|
2021
Q1 | $7.36M | Buy |
80,606
+1,088
| +1% | +$99.3K | 3.26% | 3 |
|
|
2020
Q4 | $6.65M | Buy |
+79,518
| New | +$6.65M | 3.14% | 3 |
|