Integrated Wealth Concepts’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
Q3 | $2.95M | Sell |
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|
2025
Q2 | $2.8M | Sell |
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|
2025
Q1 | $2.82M | Buy |
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|
2024
Q4 | $2.9M | Sell |
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|
2024
Q3 | $3.13M | Sell |
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|
2024
Q2 | $2.88M | Sell |
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|
2024
Q1 | $3.35M | Buy |
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|
2023
Q4 | $2.96M | Buy |
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|
2023
Q3 | $2.48M | Buy |
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|
2023
Q2 | $2.46M | Buy |
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|
2023
Q1 | $2.21M | Sell |
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|
2022
Q4 | $2.18M | Buy |
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|
2022
Q3 | $1.95M | Sell |
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|
2022
Q2 | $2.63M | Sell |
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|
2022
Q1 | $3.48M | Buy |
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|
2021
Q4 | $2.86M | Buy |
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|
2021
Q3 | $2.58M | Buy |
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|
2021
Q2 | $2.45M | Buy |
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|
2021
Q1 | $2.17M | Buy |
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|
2020
Q4 | $1.71M | Buy |
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