IFP 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 | $18.8K | Sell |
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|
2025
Q1 | $18.4K | Buy |
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|
2024
Q4 | $19.7K | Buy |
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|
2024
Q3 | $19.6K | Buy |
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|
2024
Q2 | $17.7K | Buy |
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|
2024
Q1 | $18.3K | Sell |
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|
2023
Q4 | $96.1K | Sell |
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|
2023
Q3 | $153K | Sell |
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|
2023
Q2 | $163K | Buy |
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|
2023
Q1 | $123K | Buy |
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|
2022
Q4 | $124K | Sell |
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|
2022
Q3 | $162K | Buy |
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|
2022
Q2 | $138K | Hold |
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|
2022
Q1 | $138K | Buy |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $9K | Hold |
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|
2021
Q2 | $9K | Buy |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Hold |
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|
2019
Q3 | – | Hold |
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