Carson Wealth (CWM LLC)’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56K | Sell |
1,234
-874
| -41% | -$39.7K | ﹤0.01% | 3186 |
|
|
2025
Q1 | $92K | Buy |
+2,108
| New | +$92K | ﹤0.01% | 2487 |
|
|
2023
Q1 | – | Sell |
-58
| Closed | -$2K | – | 4186 |
|
|
2022
Q4 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 3571 |
|
|
2019
Q1 | – | Sell |
-60
| Closed | -$2K | – | 3080 |
|
|
2018
Q4 | $2K | Sell |
60
-58
| -49% | -$1.93K | ﹤0.01% | 1757 |
|
|
2018
Q3 | $4K | Buy |
+118
| New | +$4K | ﹤0.01% | 1395 |
|