Bell Investment Advisors’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 | $11.5K | Sell |
253
-115
| -31% | -$5.23K | ﹤0.01% | 618 |
|
|
2025
Q1 | $16K | Hold |
368
| – | – | ﹤0.01% | 449 |
|
|
2024
Q4 | $17.2K | Hold |
368
| – | – | ﹤0.01% | 433 |
|
|
2024
Q3 | $17.7K | Hold |
368
| – | – | ﹤0.01% | 429 |
|
|
2024
Q2 | $16K | Hold |
368
| – | – | ﹤0.01% | 448 |
|
|
2024
Q1 | $16.6K | Buy |
368
+116
| +46% | +$5.24K | ﹤0.01% | 422 |
|
|
2023
Q4 | $11.1K | Buy |
+252
| New | +$11.1K | ﹤0.01% | 520 |
|