Stratos Wealth Partners’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 | $529K | Sell |
5,100
-62
| -1% | -$6.43K | 0.01% | 904 |
|
|
2025
Q1 | $519K | Sell |
5,162
-4,317
| -46% | -$434K | 0.01% | 873 |
|
|
2024
Q4 | $971K | Sell |
9,479
-20
| -0.2% | -$2.05K | 0.01% | 709 |
|
|
2024
Q3 | $998K | Sell |
9,499
-58
| -0.6% | -$6.09K | 0.01% | 685 |
|
|
2024
Q2 | $910K | Sell |
9,557
-475
| -5% | -$45.2K | 0.01% | 686 |
|
|
2024
Q1 | $995K | Sell |
10,032
-3,984
| -28% | -$395K | 0.02% | 647 |
|
|
2023
Q4 | $1.29M | Sell |
14,016
-1,259
| -8% | -$116K | 0.02% | 532 |
|
|
2023
Q3 | $1.28M | Buy |
15,275
+309
| +2% | +$25.8K | 0.03% | 486 |
|
|
2023
Q2 | $1.32M | Buy |
14,966
+9,542
| +176% | +$843K | 0.03% | 454 |
|
|
2023
Q1 | $465K | Sell |
5,424
-4,210
| -44% | -$361K | 0.01% | 727 |
|
|
2022
Q4 | $811K | Buy |
+9,634
| New | +$811K | 0.02% | 570 |
|