United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $557K | Buy |
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|
2022
Q1 | $635K | Sell |
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|
2021
Q4 | $705K | Sell |
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|
2021
Q3 | $729K | Sell |
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|
2021
Q2 | $835K | Sell |
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|
2021
Q1 | $888K | Sell |
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|
2020
Q4 | $1.56M | Sell |
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|
2020
Q3 | $1.72M | Sell |
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|
2020
Q2 | $2.35M | Sell |
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|
2020
Q1 | $2.59M | Sell |
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|
2019
Q4 | $6.07M | Sell |
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|
2019
Q3 | $6.61M | Sell |
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|
2019
Q2 | $7.25M | Buy |
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