Coppell Advisory Solutions’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
2025
Q1
Sell
-80
Closed -$3.74K 1142
2024
Q4
$3.74K Hold
80
﹤0.01% 1397
2024
Q3
$3.84K Hold
80
﹤0.01% 1313
2024
Q2
$3.49K Buy
+80
New +$3.51K ﹤0.01% 1277
2023
Q3
Sell
-11
Closed -$450 1383
2023
Q2
$450 Buy
+11
New +$432 ﹤0.01% 1238

Other funds holding JPSE

Coppell Advisory Solutions's JPSE Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q1 2025, closing a stake of 80 shares — an estimated $3.74K sold.

Coppell Advisory Solutions first reported a position in JPSE in Q2 2023 and held it in 4 quarters. The position peaked at $3.84K in Q3 2024. 102 funds tracked by Wall St. Rank hold JPSE as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 80 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2025, an estimated $3.74K.
  • Coppell Advisory Solutions first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $3.84K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.