Interactive Financial 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 | $751K | Sell |
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|
2025
Q1 | $726K | Sell |
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|
2024
Q4 | $787K | Buy |
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|
2024
Q3 | $799K | Buy |
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|
2024
Q2 | $724K | Buy |
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|
2024
Q1 | $723K | Sell |
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|
2023
Q4 | $5.55M | Buy |
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|
2023
Q3 | $552K | Sell |
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|
2023
Q2 | $624K | Buy |
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|
2023
Q1 | $570K | Buy |
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|
2022
Q4 | $508K | Buy |
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|
2022
Q3 | $434K | Buy |
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|
2022
Q2 | $459K | Sell |
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|
2022
Q1 | $685K | Buy |
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|
2021
Q4 | $500K | Buy |
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|
2021
Q3 | $348K | Buy |
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|
2021
Q2 | $216K | Buy |
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|
2021
Q1 | $143K | Buy |
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|
2020
Q4 | $76K | Buy |
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|
2020
Q3 | $24K | Buy |
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|
2020
Q2 | $12K | Buy |
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|
2020
Q1 | $1K | Buy |
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