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
2025
Q4
$653K Sell
2025
Q3
$664K Sell
2025
Q2
$673K Buy