Koss-Olinger Consulting’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
Q2 | $56.8M | Sell |
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|
2025
Q1 | $55.3M | Buy |
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|
2024
Q4 | $57.9M | Buy |
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|
2024
Q3 | $58.2M | Buy |
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|
2024
Q2 | $52.2M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $49.4M | Sell |
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|
2023
Q3 | $45.2M | Buy |
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|
2023
Q2 | $46.1M | Buy |
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|
2023
Q1 | $43.3M | Buy |
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|
2022
Q4 | $39.2M | Buy |
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|
2022
Q3 | $34.8M | Buy |
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|
2022
Q2 | $25.4M | Sell |
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|
2022
Q1 | $29.9M | Buy |
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|
2021
Q4 | $28.8M | Buy |
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|
2021
Q3 | $26.6M | Buy |
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|
2021
Q2 | $26.7M | Buy |
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|
2021
Q1 | $23.4M | Buy |
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