Kingsview Wealth Management’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 | $4.77M | Buy |
104,901
+19,002
| +22% | +$864K | 0.08% | 257 |
|
|
2025
Q1 | $3.74M | Buy |
85,899
+32,383
| +61% | +$1.41M | 0.07% | 258 |
|
|
2024
Q4 | $2.51M | Buy |
53,516
+543
| +1% | +$25.4K | 0.05% | 332 |
|
|
2024
Q3 | $2.54M | Buy |
52,973
+2,938
| +6% | +$141K | 0.05% | 314 |
|
|
2024
Q2 | $2.18M | Buy |
50,035
+14,459
| +41% | +$630K | 0.05% | 329 |
|
|
2024
Q1 | $1.61M | Buy |
35,576
+1,969
| +6% | +$89K | 0.04% | 386 |
|
|
2023
Q4 | $1.48M | Buy |
33,607
+14,053
| +72% | +$619K | 0.04% | 356 |
|
|
2023
Q3 | $768K | Buy |
19,554
+9,071
| +87% | +$356K | 0.03% | 504 |
|
|
2023
Q2 | $429K | Buy |
10,483
+4,696
| +81% | +$192K | 0.02% | 635 |
|
|
2023
Q1 | $231K | Buy |
+5,787
| New | +$231K | 0.01% | 792 |
|