Kestra Advisory Services’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 | $254K | Sell |
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|
2025
Q2 | $452K | Sell |
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|
2025
Q1 | $802K | Buy |
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|
2024
Q4 | $793K | Buy |
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|
2024
Q3 | $651K | Sell |
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|
2024
Q2 | $592K | Buy |
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|
2024
Q1 | $570K | Buy |
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|
2023
Q4 | $458K | Buy |
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|
2023
Q3 | $371K | Buy |
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|
2023
Q2 | $323K | Buy |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $243K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $232K | Sell |
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|
2021
Q2 | $239K | Sell |
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|
2021
Q1 | $256K | Buy |
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