Choice Wealth 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 | – | Sell |
-4,618
| Closed | -$201K | – | 31 |
|
|
2025
Q1 | $201K | Hold |
4,618
| – | – | 0.1% | 29 |
|
|
2024
Q4 | $216K | Hold |
4,618
| – | – | 0.11% | 29 |
|
|
2024
Q3 | $222K | Sell |
4,618
-619
| -12% | -$29.7K | 0.11% | 27 |
|
|
2024
Q2 | $228K | Sell |
5,237
-184,079
| -97% | -$8.03M | 0.12% | 27 |
|
|
2024
Q1 | $8.56M | Buy |
189,316
+3,991
| +2% | +$180K | 5.18% | 8 |
|
|
2023
Q4 | $8.16M | Buy |
185,325
+4,816
| +3% | +$212K | 5.06% | 8 |
|
|
2023
Q3 | $7.09M | Buy |
180,509
+1,486
| +0.8% | +$58.4K | 5.01% | 8 |
|
|
2023
Q2 | $7.33M | Buy |
179,023
+18,990
| +12% | +$778K | 4.99% | 8 |
|
|
2023
Q1 | $6.38M | Buy |
160,033
+5,479
| +4% | +$218K | 4.64% | 8 |
|
|
2022
Q4 | $5.99M | Buy |
154,554
+8,826
| +6% | +$342K | 4.49% | 8 |
|
|
2022
Q3 | $5.16M | Buy |
+145,728
| New | +$5.16M | 4.31% | 8 |
|