Financial Advocates Investment 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 | $4.32M | Sell |
95,024
-45,596
| -32% | -$2.07M | 0.35% | 60 |
|
|
2025
Q1 | $6.13M | Buy |
140,620
+366
| +0.3% | +$16K | 0.43% | 48 |
|
|
2024
Q4 | $6.57M | Sell |
140,254
-14,655
| -9% | -$686K | 0.37% | 57 |
|
|
2024
Q3 | $7.44M | Buy |
154,909
+1,737
| +1% | +$83.4K | 0.42% | 54 |
|
|
2024
Q2 | $6.68M | Buy |
153,172
+34,700
| +29% | +$1.51M | 0.41% | 50 |
|
|
2024
Q1 | $5.35M | Buy |
+118,472
| New | +$5.35M | 0.31% | 79 |
|