LAS
LWM Advisory Services’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1,000K | Buy |
21,972
+99
| +0.5% | +$4.5K | 0.69% | 30 |
|
|
2025
Q1 | $953K | Sell |
21,873
-680
| -3% | -$29.6K | 0.66% | 30 |
|
|
2024
Q4 | $1.06M | Buy |
22,553
+2,282
| +11% | +$107K | 0.73% | 29 |
|
|
2024
Q3 | $974K | Sell |
20,271
-1,560
| -7% | -$74.9K | 0.72% | 29 |
|
|
2024
Q2 | $952K | Sell |
21,831
-88
| -0.4% | -$3.84K | 0.8% | 28 |
|
|
2024
Q1 | $991K | Buy |
21,919
+228
| +1% | +$10.3K | 0.79% | 27 |
|
|
2023
Q4 | $956K | Sell |
21,691
-23,167
| -52% | -$1.02M | 0.84% | 25 |
|
|
2023
Q3 | $1.76M | Sell |
44,858
-11,738
| -21% | -$461K | 1.89% | 12 |
|
|
2023
Q2 | $2.32M | Sell |
56,596
-6,884
| -11% | -$282K | 2.45% | 9 |
|
|
2023
Q1 | $2.53M | Buy |
63,480
+7,986
| +14% | +$318K | 2.7% | 8 |
|
|
2022
Q4 | $2.15M | Buy |
55,494
+25,362
| +84% | +$983K | 2.38% | 11 |
|
|
2022
Q3 | $1.07M | Buy |
30,132
+482
| +2% | +$17.1K | 1.21% | 16 |
|
|
2022
Q2 | $1.11M | Buy |
+29,650
| New | +$1.11M | 1.33% | 15 |
|