Independent Financial Group’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 | $678K | Sell |
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|
2025
Q4 | $653K | Sell |
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|
2025
Q3 | $664K | Sell |
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|
2025
Q2 | $673K | Buy |
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|
2025
Q1 | $589K | Hold |
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|
2024
Q4 | $633K | Buy |
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|
2024
Q3 | $645K | Buy |
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|
2024
Q2 | $567K | Hold |
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|
2024
Q1 | $588K | Hold |
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|
2023
Q4 | $573K | Buy |
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|
2023
Q3 | $447K | Buy |
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|
2023
Q2 | $449K | Sell |
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|
2023
Q1 | $438K | Hold |
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|
2022
Q4 | $425K | Sell |
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|
2022
Q3 | $413K | Buy |
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|
2022
Q2 | $424K | Buy |
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|
2022
Q1 | $482K | Buy |
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