Stonehaven Wealth & Tax Solutions’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	$2.31M	Buy	22,270 +1,116	+5%	+$116K	2.25%	11
2025 Q1	$2.13M	Buy	21,154 +4,133	+24%	+$416K	2.25%	12
2024 Q4	$1.74M	Buy	+17,021	New	+$1.74M	1.9%	14