LWM Advisory Services’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 | $1,000K | Buy |
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|
2025
Q1 | $953K | Sell |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $974K | Sell |
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|
2024
Q2 | $952K | Sell |
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|
2024
Q1 | $991K | Buy |
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|
2023
Q4 | $956K | Sell |
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|
2023
Q3 | $1.76M | Sell |
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|
2023
Q2 | $2.32M | Sell |
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|
2023
Q1 | $2.53M | Buy |
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|
2022
Q4 | $2.15M | Buy |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $1.11M | Buy |
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