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Summit Wealth Partners’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Summit Wealth Partners’s Portfolio JPME Stock Details JPME Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-6,031
Closed -$387K – 150
2020
Q3 		$387K Buy
6,031
+251
+4% +$16.1K 0.12% 102
2020
Q2 		$349K Buy
+5,780
New +$349K 0.11% 104