SVA Wealth Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $62.6M | Buy |
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2020
Q3 | $53.4M | Buy |
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2020
Q2 | $49.9M | Buy |
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|
2020
Q1 | $40.9M | Buy |
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|
2019
Q4 | $53.8M | Buy |
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|
2019
Q3 | $51M | Buy |
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|
2019
Q2 | $50.1M | Buy |
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|
2019
Q1 | $48.1M | Buy |
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|
2018
Q4 | $41.1M | Buy |
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|
2018
Q3 | $46.2M | Buy |
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|
2018
Q2 | $42.9M | Buy |
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|
2018
Q1 | $38.1M | Sell |
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|
2017
Q4 | $41.1M | Buy |
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|
2017
Q3 | $38.1M | Buy |
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|
2017
Q2 | $35.5M | Buy |
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|
2017
Q1 | $32.8M | Buy |
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|
2016
Q4 | $2.43M | Buy |
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