GeoWealth 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 | – | Hold |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $5.17K | Buy |
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|
2024
Q3 | $1.95K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $524K | Buy |
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|
2022
Q4 | $494K | Sell |
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|
2022
Q3 | $463K | Buy |
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|
2022
Q2 | $479K | Sell |
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|
2022
Q1 | $588K | Sell |
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|
2021
Q4 | $815K | Buy |
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|
2021
Q3 | $596K | Sell |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $917K | Sell |
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|
2020
Q3 | $727K | Sell |
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|
2020
Q2 | $780K | Sell |
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|
2020
Q1 | $2.47M | Sell |
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|
2019
Q4 | $3.85M | Sell |
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|
2019
Q3 | $11M | Buy |
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|
2019
Q2 | $518K | Buy |
|