Steward Partners Investment Advisory’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	$114K	Buy	1,095 +57	+5%	+$5.91K	﹤0.01%	2041
2025 Q1	$104K	Hold	1,038	–	–	﹤0.01%	1988
2024 Q4	$106K	Buy	+1,038	New	+$106K	﹤0.01%	1943
2019 Q4	–	Sell	-175	Closed	-$11K	–	2666
2019 Q3	$11K	Hold	175	–	–	﹤0.01%	1950
2019 Q2	$11K	Buy	+175	New	+$11K	﹤0.01%	1943