Tyler-Stone Wealth Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-355
| Closed | -$38.8K | – | 617 |
|
|
2024
Q2 | $38.8K | Hold |
355
| – | – | 0.02% | 408 |
|
|
2024
Q1 | $39.8K | Hold |
355
| – | – | 0.02% | 394 |
|
|
2023
Q4 | $36.5K | Hold |
355
| – | – | 0.02% | 406 |
|
|
2023
Q3 | $33K | Hold |
355
| – | – | 0.02% | 400 |
|
|
2023
Q2 | $35K | Buy |
+355
| New | +$35K | 0.02% | 388 |
|
|
2022
Q4 | $34K | Hold |
355
| – | – | 0.02% | 369 |
|
|
2022
Q3 | $30K | Hold |
355
| – | – | 0.02% | 369 |
|
|
2022
Q2 | $32K | Hold |
355
| – | – | 0.02% | 378 |
|
|
2022
Q1 | $37K | Hold |
355
| – | – | 0.02% | 380 |
|
|
2021
Q4 | $38K | Buy |
+355
| New | +$38K | 0.02% | 398 |
|