Cornerstone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.41M | Sell |
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|
2025
Q4 | $1.35M | Sell |
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|
2025
Q3 | $1.37M | Sell |
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|
2025
Q2 | $1.31M | Buy |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $616K | Buy |
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|
2024
Q1 | $620K | Sell |
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|
2023
Q4 | $609K | Sell |
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|
2023
Q3 | $546K | Buy |
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