Medallion Wealth Advisors, LLC’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
2026
Q1
$161 Hold
2025
Q4
$153 Hold
2025
Q3
$152 Hold
2025
Q2
$140 Hold
2025
Q1
$132 Buy
2024
Q4
$94 Buy