Wealth Enhancement Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Sell |
143,721
-39,356
| -21% | -$4.73M | 0.03% | 465 |
|
|
2025
Q1 | $21.1M | Buy |
183,077
+26,429
| +17% | +$3.04M | 0.04% | 379 |
|
|
2024
Q4 | $17.9M | Sell |
156,648
-6,605
| -4% | -$754K | 0.03% | 393 |
|
|
2024
Q3 | $19.5M | Sell |
163,253
-11,041
| -6% | -$1.32M | 0.04% | 355 |
|
|
2024
Q2 | $19M | Sell |
174,294
-13,809
| -7% | -$1.51M | 0.05% | 339 |
|
|
2024
Q1 | $21.1M | Sell |
188,103
-7,854
| -4% | -$880K | 0.05% | 311 |
|
|
2023
Q4 | $20.1M | Sell |
195,957
-12,080
| -6% | -$1.24M | 0.06% | 297 |
|
|
2023
Q3 | $19.5M | Buy |
+208,037
| New | +$19.5M | 0.06% | 285 |
|