WBI Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,192
| Closed | -$269K | – | 210 |
|
|
2022
Q4 | $269K | Buy |
+3,192
| New | +$269K | 0.06% | 142 |
|
|
2021
Q2 | – | Sell |
-4,251
| Closed | -$352K | – | 216 |
|
|
2021
Q1 | $352K | Buy |
4,251
+680
| +19% | +$56.3K | 0.06% | 161 |
|
|
2020
Q4 | $268K | Sell |
3,571
-12,058
| -77% | -$905K | 0.04% | 155 |
|
|
2020
Q3 | $1M | Buy |
+15,629
| New | +$1M | 0.15% | 72 |
|