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Bedel Financial Consulting’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Bedel Financial Consulting’s Portfolio JPSE Stock Details JPSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-65
Closed -$3K – 990
2021
Q1 		$3K Buy
+65
New +$2.66K ﹤0.01% 806

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Bedel Financial Consulting's JPSE Position: Q2 2021 in Review

Bedel Financial Consulting sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2021, closing a stake of 65 shares — an estimated $3K sold.

Bedel Financial Consulting first reported a position in JPSE in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 43 funds tracked by Wall St. Rank hold JPSE as of Q2 2021.

  • Bedel Financial Consulting reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 65 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2021, an estimated $3K.
  • Bedel Financial Consulting first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2021 and held it in 1 quarter.
  • Bedel Financial Consulting's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $3K in Q1 2021.
  • 43 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2021.

Based on Bedel Financial Consulting's 13F filing for Q2 2021, filed 3 Aug 2021.