LPL Financial’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 | $42.9M | Buy |
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|
2025
Q2 | $37.9M | Buy |
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|
2025
Q1 | $28.2M | Buy |
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|
2024
Q4 | $28.8M | Buy |
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|
2024
Q3 | $26.6M | Sell |
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|
2024
Q2 | $28M | Sell |
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|
2024
Q1 | $35.2M | Buy |
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|
2023
Q4 | $32.7M | Buy |
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|
2023
Q3 | $27.1M | Buy |
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|
2023
Q2 | $25.6M | Buy |
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|
2023
Q1 | $20.6M | Buy |
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|
2022
Q4 | $15.7M | Buy |
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|
2022
Q3 | $12.2M | Buy |
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|
2022
Q2 | $7.57M | Buy |
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|
2022
Q1 | $7.53M | Buy |
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|
2021
Q4 | $4.99M | Buy |
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|
2021
Q3 | $3.78M | Sell |
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|
2021
Q2 | $3.95M | Sell |
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|
2021
Q1 | $3.77M | Sell |
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|
2020
Q4 | $3.27M | Buy |
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|
2020
Q3 | $1.17M | Buy |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | $316K | Sell |
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|
2019
Q4 | $2.12M | Buy |
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|
2019
Q3 | $1.87M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $696K | Buy |
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|
2018
Q2 | $525K | Buy |
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|
2018
Q1 | $449K | Buy |
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