CreativeOne Wealth’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 |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $1.57M | Buy |
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|
2022
Q4 | $1.44M | Sell |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $1.51M | Buy |
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2022
Q1 | $1.75M | Sell |
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|
2021
Q4 | $2.37M | Buy |
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|
2021
Q3 | $1.7M | Sell |
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|
2021
Q2 | $3.7M | Sell |
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|
2021
Q1 | $10.3M | Sell |
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|
2020
Q4 | $12.5M | Sell |
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|
2020
Q3 | $13.6M | Sell |
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|
2020
Q2 | $17.5M | Sell |
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|
2020
Q1 | $14.9M | Buy |
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|
2019
Q4 | $22.2M | Buy |
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|
2019
Q3 | $19.5M | Buy |
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|
2019
Q2 | $19.4M | Buy |
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|
2019
Q1 | $17.4M | Buy |
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|
2018
Q4 | $11.4M | Buy |
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|
2018
Q3 | $9.66M | Buy |
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|
2018
Q2 | $5.49M | Buy |
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