Jones Financial Companies’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Buy |
82,138
+6,871
| +9% | +$312K | ﹤0.01% | 570 |
|
|
2025
Q1 | $3.27M | Buy |
75,267
+4,319
| +6% | +$188K | ﹤0.01% | 524 |
|
|
2024
Q4 | $3.32M | Buy |
70,948
+27,622
| +64% | +$1.29M | ﹤0.01% | 445 |
|
|
2024
Q3 | $2.08M | Buy |
43,326
+31,308
| +261% | +$1.5M | ﹤0.01% | 450 |
|
|
2024
Q2 | $524K | Buy |
12,018
+11,813
| +5,762% | +$515K | ﹤0.01% | 555 |
|
|
2024
Q1 | $9.27K | Buy |
+205
| New | +$9.27K | ﹤0.01% | 1076 |
|