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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.62M | Buy |
|
|||||
|
2025
Q2 | $8.6M | Buy |
|
|||||
|
2025
Q1 | $8.09M | Buy |
|
|||||
|
2024
Q4 | $8.31M | Sell |
|
|||||
|
2024
Q3 | $8.54M | Buy |
|
|||||
|
2024
Q2 | $7.73M | Sell |
|
|||||
|
2024
Q1 | $8.15M | Sell |
|
|||||
|
2023
Q4 | $8.05M | Sell |
|
|||||
|
2023
Q3 | $8.52M | Buy |
|
|||||
|
2023
Q2 | $8.61M | Sell |
|
|||||
|
2023
Q1 | $12.8M | Buy |
|
|||||
|
2022
Q4 | $11.8M | Buy |
|