Wayfinding Financial’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-281
| Closed | -$28K | – | 451 |
|
2025
Q1 | $28K | Buy |
+281
| New | +$28K | 0.01% | 486 |
|
2024
Q1 | – | Sell |
-23,113
| Closed | -$2.12M | – | 129 |
|
2023
Q4 | $2.12M | Sell |
23,113
-196
| -0.8% | -$18K | 1.45% | 20 |
|
2023
Q3 | $1.92M | Sell |
23,309
-718
| -3% | -$59.1K | 1.45% | 16 |
|
2023
Q2 | $2.18M | Sell |
24,027
-624
| -3% | -$56.5K | 1.51% | 15 |
|
2023
Q1 | $2.11M | Buy |
+24,651
| New | +$2.11M | 1.61% | 15 |
|
2022
Q4 | – | Sell |
-26,816
| Closed | -$2.05M | – | 92 |
|
2022
Q3 | $2.05M | Buy |
+26,816
| New | +$2.05M | 1.91% | 13 |
|