Appleton Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.29M | Sell |
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|
2025
Q1 | $7.95M | Buy |
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|
2024
Q4 | $8.28M | Sell |
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|
2024
Q3 | $8.54M | Buy |
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|
2024
Q2 | $7.71M | Buy |
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|
2024
Q1 | $7.83M | Buy |
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|
2023
Q4 | $7.58M | Buy |
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|
2023
Q3 | $6.69M | Buy |
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|
2023
Q2 | $6.91M | Buy |
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|
2023
Q1 | $6.63M | Sell |
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|
2022
Q4 | $6.47M | Sell |
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|
2022
Q3 | $6.01M | Buy |
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|
2022
Q2 | $6.24M | Buy |
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|
2022
Q1 | $7.12M | Buy |
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|
2021
Q4 | $7.17M | Buy |
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|
2021
Q3 | $6.37M | Buy |
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|
2021
Q2 | $6.11M | Buy |
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|
2021
Q1 | $5.48M | Buy |
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|
2020
Q4 | $4.33M | Buy |
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|
2020
Q3 | $3.26M | Sell |
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|
2020
Q2 | $3.3M | Sell |
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|
2020
Q1 | $2.64M | Sell |
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|
2019
Q4 | $4.28M | Buy |
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|
2019
Q3 | $3.92M | Buy |
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|
2019
Q2 | $3.82M | Buy |
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|
2019
Q1 | $3.38M | Buy |
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|
2018
Q4 | $2.68M | Buy |
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|
2018
Q3 | $3.1M | Buy |
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|
2018
Q2 | $2.81M | Buy |
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|
2018
Q1 | $1.92M | Buy |
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|
2017
Q4 | $666K | Buy |
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