City State Bank’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-57
Closed -$2K 701
2023
Q2
$2K Buy
+57
New +$2.24K ﹤0.01% 640

Other funds holding JPSE

City State Bank's JPSE Position: Q3 2023 in Review

City State Bank sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q3 2023, closing a stake of 57 shares — an estimated $2K sold.

City State Bank first reported a position in JPSE in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 83 funds tracked by Wall St. Rank hold JPSE as of Q3 2023.

  • City State Bank reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q3 2023 after selling out during the quarter.
  • City State Bank sold 57 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q3 2023, an estimated $2K.
  • City State Bank first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2023 and held it in 1 quarter.
  • City State Bank's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $2K in Q2 2023.
  • 83 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2023.

Based on City State Bank's 13F filing for Q3 2023, filed 16 Oct 2023.