Keystone Financial Services (Nebraska)’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
$6.86M Buy
150,714
+7,539
+5% +$343K 5.21% 6
2025
Q1
$6.24M Buy
143,175
+18,552
+15% +$809K 5.28% 6
2024
Q4
$5.83M Buy
+124,623
New +$5.83M 5.35% 6