KWB Wealth’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 | $1.16M | Buy |
26,623
+964
| +4% | +$42K | 0.14% | 72 |
|
|
2025
Q1 | $1.2M | Sell |
25,659
-830
| -3% | -$38.9K | 0.14% | 69 |
|
|
2024
Q4 | $1.27M | Buy |
26,489
+29
| +0.1% | +$1.39K | 0.16% | 57 |
|
|
2024
Q3 | $1.15M | Buy |
26,460
+2,951
| +13% | +$129K | 0.15% | 56 |
|
|
2024
Q2 | $1.06M | Hold |
23,509
| – | – | 0.15% | 59 |
|
|
2024
Q1 | $1.06M | Buy |
23,509
+121
| +0.5% | +$5.47K | 0.14% | 61 |
|
|
2023
Q4 | $1.03M | Buy |
+23,388
| New | +$1.03M | 0.15% | 58 |
|