SYM Financial Corp’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.8K | Sell |
1,539
-805
| -34% | -$45.4K | 0.01% | 343 |
|
|
2025
Q1 | $124K | Hold |
2,344
| – | – | 0.02% | 280 |
|
|
2024
Q4 | $122K | Sell |
2,344
-534
| -19% | -$27.7K | 0.02% | 251 |
|
|
2024
Q3 | $163K | Hold |
2,878
| – | – | 0.02% | 191 |
|
|
2024
Q2 | $156K | Hold |
2,878
| – | – | 0.02% | 168 |
|
|
2024
Q1 | $154K | Sell |
2,878
-77
| -3% | -$4.12K | 0.03% | 102 |
|
|
2023
Q4 | $155K | Sell |
2,955
-367
| -11% | -$19.2K | 0.03% | 111 |
|
|
2023
Q3 | $167K | Sell |
3,322
-138
| -4% | -$6.95K | 0.03% | 94 |
|
|
2023
Q2 | $175K | Hold |
3,460
| – | – | 0.04% | 64 |
|
|
2023
Q1 | $175K | Sell |
3,460
-4,600
| -57% | -$232K | 0.04% | 62 |
|
|
2022
Q4 | $397K | Sell |
8,060
-8,821
| -52% | -$435K | 0.09% | 39 |
|
|
2022
Q3 | $753K | Buy |
16,881
+14,666
| +662% | +$654K | 0.36% | 26 |
|
|
2022
Q2 | $110K | Hold |
2,215
| – | – | 0.05% | 67 |
|
|
2022
Q1 | $123K | Buy |
2,215
+90
| +4% | +$5K | 0.05% | 66 |
|
|
2021
Q4 | $121K | Hold |
2,125
| – | – | 0.05% | 64 |
|
|
2021
Q3 | $122K | Hold |
2,125
| – | – | 0.07% | 59 |
|
|
2021
Q2 | $126K | Sell |
2,125
-100
| -4% | -$5.93K | 0.07% | 55 |
|
|
2021
Q1 | $126K | Sell |
2,225
-418
| -16% | -$23.7K | 0.07% | 55 |
|
|
2020
Q4 | $145K | Sell |
2,643
-196
| -7% | -$10.8K | 0.11% | 44 |
|
|
2020
Q3 | $133K | Hold |
2,839
| – | – | 0.1% | 41 |
|
|
2020
Q2 | $131K | Buy |
2,839
+418
| +17% | +$19.3K | 0.11% | 37 |
|
|
2020
Q1 | $96K | Hold |
2,421
| – | – | 0.1% | 44 |
|
|
2019
Q4 | $138K | Buy |
2,421
+358
| +17% | +$20.4K | 0.09% | 50 |
|
|
2019
Q3 | $108K | Sell |
2,063
-920
| -31% | -$48.2K | 0.07% | 48 |
|
|
2019
Q2 | $166K | Buy |
2,983
+920
| +45% | +$51.2K | 0.11% | 38 |
|
|
2019
Q1 | $112K | Sell |
2,063
-1,659
| -45% | -$90.1K | 0.07% | 48 |
|
|
2018
Q4 | $189K | Buy |
3,722
+1,934
| +108% | +$98.2K | 0.08% | 43 |
|
|
2018
Q3 | $97K | Hold |
1,788
| – | – | 0.05% | 54 |
|
|
2018
Q2 | $97K | Buy |
+1,788
| New | +$97K | 0.06% | 39 |
|