Andesa Financial Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $5.4M | Buy |
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|
2022
Q4 | $2.41M | Sell |
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|
2022
Q3 | $3.93M | Buy |
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|
2022
Q2 | $2.15M | Sell |
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|
2022
Q1 | $2.57M | Sell |
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|
2021
Q4 | $2.79M | Buy |
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|
2021
Q3 | $2.45M | Sell |
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|
2021
Q2 | $4.68M | Buy |
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|
2021
Q1 | $3.99M | Buy |
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|
2020
Q4 | $1.53M | Sell |
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|
2020
Q3 | $2.07M | Buy |
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|
2020
Q2 | $807K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $211K | Sell |
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|
2019
Q1 | $492K | Buy |
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|
2018
Q4 | $268K | Buy |
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