Gerber Kawasaki Wealth & 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 | $8.6M | Buy |
188,962
+3,305
| +2% | +$150K | 0.33% | 57 |
|
|
2025
Q1 | $8.09M | Buy |
185,657
+8,178
| +5% | +$356K | 0.36% | 56 |
|
|
2024
Q4 | $8.31M | Sell |
177,479
-285
| -0.2% | -$13.3K | 0.36% | 56 |
|
|
2024
Q3 | $8.54M | Buy |
177,764
+562
| +0.3% | +$27K | 0.39% | 55 |
|
|
2024
Q2 | $7.73M | Sell |
177,202
-3,171
| -2% | -$138K | 0.39% | 57 |
|
|
2024
Q1 | $8.15M | Sell |
180,373
-2,463
| -1% | -$111K | 0.44% | 52 |
|
|
2023
Q4 | $8.05M | Sell |
182,836
-34,056
| -16% | -$1.5M | 0.48% | 48 |
|
|
2023
Q3 | $8.52M | Buy |
216,892
+6,690
| +3% | +$263K | 0.58% | 41 |
|
|
2023
Q2 | $8.61M | Sell |
210,202
-109,967
| -34% | -$4.5M | 0.58% | 43 |
|
|
2023
Q1 | $12.8M | Buy |
320,169
+14,490
| +5% | +$578K | 1.01% | 27 |
|
|
2022
Q4 | $11.8M | Buy |
+305,679
| New | +$11.8M | 1.05% | 30 |
|