Focus Partners Wealth’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
$347K Sell
7,635
-924
-11% -$42K ﹤0.01% 1593
2025
Q1
$373K Sell
8,559
-450
-5% -$19.6K ﹤0.01% 1465
2024
Q4
$422K Buy
9,009
+149
+2% +$6.98K ﹤0.01% 1387
2024
Q3
$426K Buy
+8,860
New +$426K ﹤0.01% 1187