IFP Advisors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8K | Sell |
413
-9
| -2% | -$410 | ﹤0.01% | 2584 |
|
|
2025
Q1 | $18.4K | Buy |
422
+1
| +0.2% | +$44 | ﹤0.01% | 2319 |
|
|
2024
Q4 | $19.7K | Buy |
421
+13
| +3% | +$608 | ﹤0.01% | 2254 |
|
|
2024
Q3 | $19.6K | Buy |
408
+2
| +0.5% | +$96 | ﹤0.01% | 2159 |
|
|
2024
Q2 | $17.7K | Buy |
406
+1
| +0.2% | +$44 | ﹤0.01% | 2135 |
|
|
2024
Q1 | $18.3K | Sell |
405
-1,777
| -81% | -$80.2K | ﹤0.01% | 2008 |
|
|
2023
Q4 | $96.1K | Sell |
2,182
-1,700
| -44% | -$74.9K | ﹤0.01% | 1263 |
|
|
2023
Q3 | $153K | Sell |
3,882
-104
| -3% | -$4.09K | 0.01% | 1090 |
|
|
2023
Q2 | $163K | Buy |
3,986
+31
| +0.8% | +$1.27K | 0.01% | 1122 |
|
|
2023
Q1 | $123K | Buy |
3,955
+74
| +2% | +$2.31K | 0.01% | 1148 |
|
|
2022
Q4 | $124K | Sell |
3,881
-1,260
| -25% | -$40.3K | ﹤0.01% | 1629 |
|
|
2022
Q3 | $162K | Buy |
5,141
+730
| +17% | +$23K | ﹤0.01% | 1544 |
|
|
2022
Q2 | $138K | Hold |
4,411
| – | – | ﹤0.01% | 1491 |
|
|
2022
Q1 | $138K | Buy |
4,411
+4,212
| +2,117% | +$132K | ﹤0.01% | 1491 |
|
|
2021
Q4 | $9K | Hold |
199
| – | – | ﹤0.01% | 2230 |
|
|
2021
Q3 | $9K | Hold |
199
| – | – | ﹤0.01% | 2267 |
|
|
2021
Q2 | $9K | Buy |
+199
| New | +$9K | ﹤0.01% | 2245 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3643 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3506 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3386 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3241 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3202 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3245 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3362 |
|