Atria Wealth Solutions’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
5,133
-17,267
| -77% | -$785K | 0.01% | 1288 |
|
|
2025
Q1 | $976K | Buy |
22,400
+1,052
| +5% | +$45.9K | 0.01% | 904 |
|
|
2024
Q4 | $999K | Buy |
21,348
+705
| +3% | +$33K | 0.01% | 916 |
|
|
2024
Q3 | $991K | Sell |
20,643
-12
| -0.1% | -$576 | 0.01% | 913 |
|
|
2024
Q2 | $901K | Buy |
20,655
+1,515
| +8% | +$66.1K | 0.01% | 936 |
|
|
2024
Q1 | $865K | Buy |
19,140
+452
| +2% | +$20.4K | 0.01% | 971 |
|
|
2023
Q4 | $823K | Sell |
18,688
-1,414
| -7% | -$62.3K | 0.01% | 945 |
|
|
2023
Q3 | $790K | Buy |
20,102
+504
| +3% | +$19.8K | 0.01% | 919 |
|
|
2023
Q2 | $803K | Sell |
19,598
-843
| -4% | -$34.5K | 0.01% | 940 |
|
|
2023
Q1 | $815K | Buy |
20,441
+6,855
| +50% | +$273K | 0.01% | 886 |
|
|
2022
Q4 | $526K | Buy |
13,586
+9
| +0.1% | +$349 | 0.01% | 1051 |
|
|
2022
Q3 | $480K | Sell |
13,577
-346
| -2% | -$12.2K | 0.01% | 1040 |
|
|
2022
Q2 | $521K | Buy |
13,923
+8,417
| +153% | +$315K | 0.01% | 931 |
|
|
2022
Q1 | $241K | Buy |
+5,506
| New | +$241K | ﹤0.01% | 1449 |
|