Envestnet Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.53M | Sell |
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|
2025
Q1 | $5.53M | Sell |
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|
2024
Q4 | $6.28M | Sell |
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|
2024
Q3 | $6.66M | Buy |
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|
2024
Q2 | $5.86M | Buy |
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|
2024
Q1 | $4.48M | Buy |
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|
2023
Q4 | $1.43M | Sell |
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|
2023
Q3 | $1.36M | Buy |
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|
2023
Q2 | $632K | Buy |
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|
2023
Q1 | $440K | Buy |
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|
2022
Q4 | $297K | Buy |
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|
2022
Q3 | $225K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.26M | Sell |
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|
2021
Q3 | $5.53M | Sell |
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|
2021
Q2 | $8.9M | Sell |
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|
2021
Q1 | $11.9M | Sell |
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|
2020
Q4 | $11.6M | Sell |
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|
2020
Q3 | $9.34M | Sell |
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|
2020
Q2 | $9.24M | Sell |
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|
2020
Q1 | $7.68M | Sell |
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|
2019
Q4 | $12M | Buy |
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|
2019
Q3 | $6.02M | Buy |
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|
2019
Q2 | $5.79M | Sell |
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|
2019
Q1 | $6.36M | Sell |
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|
2018
Q4 | $5.88M | Buy |
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|
2018
Q3 | $6.8M | Buy |
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