GA
Goldstein Advisors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
242,683
+51
| +0% | +$2.32K | 1.48% | 17 |
|
|
2025
Q1 | $10.6M | Buy |
242,632
+13,737
| +6% | +$599K | 1.55% | 15 |
|
|
2024
Q4 | $10.7M | Buy |
228,895
+8,838
| +4% | +$414K | 1.56% | 15 |
|
|
2024
Q3 | $10.6M | Buy |
220,057
+15,428
| +8% | +$741K | 1.61% | 15 |
|
|
2024
Q2 | $8.92M | Buy |
204,629
+13,108
| +7% | +$572K | 1.49% | 18 |
|
|
2024
Q1 | $8.66M | Buy |
191,521
+16,205
| +9% | +$732K | 1.48% | 18 |
|
|
2023
Q4 | $7.72M | Buy |
175,316
+7,772
| +5% | +$342K | 1.3% | 18 |
|
|
2023
Q3 | $6.58M | Buy |
167,544
+3,886
| +2% | +$153K | 1.37% | 18 |
|
|
2023
Q2 | $6.7M | Sell |
163,658
-1,199
| -0.7% | -$49.1K | 1.4% | 18 |
|
|
2023
Q1 | $6.57M | Sell |
164,857
-149,734
| -48% | -$5.97M | 1.44% | 20 |
|
|
2022
Q4 | $12.2M | Buy |
+314,591
| New | +$12.2M | 2.95% | 11 |
|