Daymark Wealth Partners’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
2024
Q1
Sell
-4,757
Closed -$210K 435
2023
Q4
$210K Sell
4,757
-817
-15% -$36K 0.01% 381
2023
Q3
$219K Buy
+5,574
New +$219K 0.02% 350