Cornerstone Wealth Management’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 | $1.31M | Buy |
28,835
+1,741
| +6% | +$79.2K | 0.08% | 214 |
|
|
2025
Q1 | $1.18M | Sell |
27,094
-1,265
| -4% | -$55.1K | 0.08% | 211 |
|
|
2024
Q4 | $1.33M | Buy |
28,359
+6,941
| +32% | +$325K | 0.09% | 183 |
|
|
2024
Q3 | $1.03M | Buy |
21,418
+7,300
| +52% | +$351K | 0.07% | 216 |
|
|
2024
Q2 | $616K | Buy |
14,118
+407
| +3% | +$17.7K | 0.05% | 291 |
|
|
2024
Q1 | $620K | Sell |
13,711
-103
| -0.7% | -$4.66K | 0.05% | 291 |
|
|
2023
Q4 | $609K | Sell |
13,814
-82
| -0.6% | -$3.61K | 0.05% | 281 |
|
|
2023
Q3 | $546K | Buy |
+13,896
| New | +$546K | 0.05% | 280 |
|