Family Capital 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 | $2.29M | Buy |
50,328
+2,404
| +5% | +$109K | 1.2% | 18 |
|
|
2025
Q1 | $2.09M | Buy |
47,924
+2,445
| +5% | +$107K | 1.29% | 18 |
|
|
2024
Q4 | $2.13M | Buy |
45,479
+3,395
| +8% | +$159K | 1.29% | 20 |
|
|
2024
Q3 | $2.02M | Buy |
42,084
+1,030
| +3% | +$49.5K | 1.3% | 20 |
|
|
2024
Q2 | $1.79M | Buy |
41,054
+1,749
| +4% | +$76.3K | 1.22% | 21 |
|
|
2024
Q1 | $1.78M | Buy |
39,305
+3,168
| +9% | +$143K | 1.24% | 21 |
|
|
2023
Q4 | $1.59M | Buy |
36,137
+6,423
| +22% | +$283K | 1.13% | 19 |
|
|
2023
Q3 | $1.17M | Buy |
29,714
+1,932
| +7% | +$75.9K | 0.77% | 27 |
|
|
2023
Q2 | $1.14M | Buy |
27,782
+3,539
| +15% | +$145K | 0.71% | 27 |
|
|
2023
Q1 | $966K | Sell |
24,243
-7,584
| -24% | -$302K | 0.42% | 27 |
|
|
2022
Q4 | $1.23M | Buy |
+31,827
| New | +$1.23M | 0.81% | 26 |
|