Goldstein Advisors’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 | $11M | Buy |
|
|||||
|
2025
Q1 | $10.6M | Buy |
|
|||||
|
2024
Q4 | $10.7M | Buy |
|
|||||
|
2024
Q3 | $10.6M | Buy |
|
|||||
|
2024
Q2 | $8.92M | Buy |
|
|||||
|
2024
Q1 | $8.66M | Buy |
|
|||||
|
2023
Q4 | $7.72M | Buy |
|
|||||
|
2023
Q3 | $6.58M | Buy |
|
|||||
|
2023
Q2 | $6.7M | Sell |
|
|||||
|
2023
Q1 | $6.57M | Sell |
|
|||||
|
2022
Q4 | $12.2M | Buy |
|