Frontier Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $209K | Sell |
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|
2021
Q3 | $217K | Sell |
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|
2021
Q2 | $228K | Sell |
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|
2021
Q1 | $330K | Sell |
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|
2020
Q4 | $303K | Buy |
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|
2020
Q3 | $239K | Sell |
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|
2020
Q2 | $256K | Sell |
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|
2020
Q1 | $755K | Sell |
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|
2019
Q4 | $1.52M | Sell |
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|
2019
Q3 | $1.93M | Sell |
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|
2019
Q2 | $2.11M | Sell |
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|
2019
Q1 | $2.34M | Sell |
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|
2018
Q4 | $2.21M | Sell |
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|
2018
Q3 | $3.66M | Buy |
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|
2018
Q2 | $2.16M | Buy |
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|
2018
Q1 | $1.65M | Buy |
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|
2017
Q4 | $959K | Buy |
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|
2017
Q3 | $550K | Buy |
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|
2017
Q2 | $337K | Buy |
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