IFA
Interactive Financial Advisors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Sell |
16,507
-155
| -0.9% | -$7.05K | 0.37% | 43 |
|
|
2025
Q1 | $726K | Sell |
16,662
-159
| -0.9% | -$6.93K | 0.38% | 43 |
|
|
2024
Q4 | $787K | Buy |
16,821
+192
| +1% | +$8.99K | 0.41% | 40 |
|
|
2024
Q3 | $799K | Buy |
16,629
+27
| +0.2% | +$1.3K | 0.41% | 42 |
|
|
2024
Q2 | $724K | Buy |
16,602
+606
| +4% | +$26.4K | 0.4% | 43 |
|
|
2024
Q1 | $723K | Sell |
15,996
-50,630
| -76% | -$2.29M | 0.4% | 42 |
|
|
2023
Q4 | $5.55M | Buy |
66,626
+52,588
| +375% | +$4.38M | 2.97% | 8 |
|
|
2023
Q3 | $552K | Sell |
14,038
-1,192
| -8% | -$46.8K | 0.37% | 43 |
|
|
2023
Q2 | $624K | Buy |
15,230
+941
| +7% | +$38.5K | 0.42% | 46 |
|
|
2023
Q1 | $570K | Buy |
14,289
+1,172
| +9% | +$46.7K | 0.37% | 48 |
|
|
2022
Q4 | $508K | Buy |
13,117
+846
| +7% | +$32.8K | 0.3% | 56 |
|
|
2022
Q3 | $434K | Buy |
12,271
+26
| +0.2% | +$920 | 0.25% | 58 |
|
|
2022
Q2 | $459K | Sell |
12,245
-2,908
| -19% | -$109K | 0.23% | 49 |
|
|
2022
Q1 | $685K | Buy |
15,153
+4,278
| +39% | +$193K | 0.32% | 51 |
|
|
2021
Q4 | $500K | Buy |
10,875
+2,826
| +35% | +$130K | 0.19% | 56 |
|
|
2021
Q3 | $348K | Buy |
8,049
+3,188
| +66% | +$138K | 0.15% | 66 |
|
|
2021
Q2 | $216K | Buy |
4,861
+1,470
| +43% | +$65.3K | 0.09% | 84 |
|
|
2021
Q1 | $143K | Buy |
3,391
+1,287
| +61% | +$54.3K | 0.06% | 92 |
|
|
2020
Q4 | $76K | Buy |
2,104
+1,266
| +151% | +$45.7K | 0.03% | 97 |
|
|
2020
Q3 | $24K | Buy |
838
+406
| +94% | +$11.6K | 0.01% | 122 |
|
|
2020
Q2 | $12K | Buy |
432
+383
| +782% | +$10.6K | 0.01% | 128 |
|
|
2020
Q1 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 105 |
|