HFM
Hartford Financial Management’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 | $14.3M | Buy |
315,333
+155,815
| +98% | +$7.09M | 3.92% | 2 |
|
|
2025
Q1 | $6.95M | Sell |
159,518
-1,522
| -0.9% | -$66.3K | 1.44% | 15 |
|
|
2024
Q4 | $7.54M | Sell |
161,040
-903
| -0.6% | -$42.3K | 1.54% | 12 |
|
|
2024
Q3 | $7.78M | Buy |
161,943
+336
| +0.2% | +$16.1K | 1.59% | 11 |
|
|
2024
Q2 | $7.05M | Sell |
161,607
-724
| -0.4% | -$31.6K | 1.51% | 13 |
|
|
2024
Q1 | $7.34M | Sell |
162,331
-29
| -0% | -$1.31K | 1.55% | 14 |
|
|
2023
Q4 | $7.15M | Sell |
162,360
-1,704
| -1% | -$75.1K | 1.62% | 11 |
|
|
2023
Q3 | $6.45M | Sell |
164,064
-754
| -0.5% | -$29.6K | 1.65% | 11 |
|
|
2023
Q2 | $6.75M | Sell |
164,818
-794
| -0.5% | -$32.5K | 1.67% | 10 |
|
|
2023
Q1 | $6.6M | Buy |
165,612
+175
| +0.1% | +$6.98K | 1.71% | 7 |
|
|
2022
Q4 | $6.41M | Sell |
165,437
-12,043
| -7% | -$467K | 1.7% | 10 |
|
|
2022
Q3 | $6.28M | Sell |
177,480
-5,223
| -3% | -$185K | 1.85% | 7 |
|
|
2022
Q2 | $6.84M | Sell |
182,703
-1,416
| -0.8% | -$53K | 1.9% | 5 |
|
|
2022
Q1 | $8.07M | Buy |
184,119
+3,502
| +2% | +$153K | 1.95% | 6 |
|
|
2021
Q4 | $8.3M | Sell |
180,617
-1,009
| -0.6% | -$46.4K | 1.93% | 8 |
|
|
2021
Q3 | $7.85M | Buy |
181,626
+1,531
| +0.9% | +$66.2K | 2% | 6 |
|
|
2021
Q2 | $7.99M | Buy |
180,095
+1,818
| +1% | +$80.7K | 1.98% | 6 |
|
|
2021
Q1 | $7.54M | Sell |
178,277
-486
| -0.3% | -$20.6K | 1.87% | 9 |
|
|
2020
Q4 | $6.44M | Buy |
178,763
+763
| +0.4% | +$27.5K | 1.71% | 9 |
|
|
2020
Q3 | $5.06M | Sell |
178,000
-1,041
| -0.6% | -$29.6K | 1.5% | 17 |
|
|
2020
Q2 | $4.86M | Buy |
179,041
+45,087
| +34% | +$1.22M | 1.55% | 14 |
|
|
2020
Q1 | $2.89M | Buy |
+133,954
| New | +$2.89M | 1.15% | 25 |
|