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Ipsen Advisor Group’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
$5.05M Buy
111,067
+4,120
+4% +$187K 3.85% 8
2025
Q1
$4.66M Buy
106,947
+3,510
+3% +$153K 4.01% 7
2024
Q4
$4.84M Buy
+103,437
New +$4.84M 4.14% 7
2022
Q4
$422K Buy
+10,888
New +$422K 0.49% 53