N.E.W. Advisory Services’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 | $15.9K | Sell |
349
-9,638
| -97% | -$438K | ﹤0.01% | 494 |
|
|
2025
Q1 | $435K | Buy |
9,987
+5,004
| +100% | +$218K | 0.03% | 140 |
|
|
2024
Q4 | $233K | Sell |
4,983
-352
| -7% | -$16.5K | 0.02% | 177 |
|
|
2024
Q3 | $256K | Sell |
5,335
-911
| -15% | -$43.8K | 0.03% | 165 |
|
|
2024
Q2 | $272K | Sell |
6,246
-176
| -3% | -$7.67K | 0.03% | 148 |
|
|
2024
Q1 | $290K | Sell |
6,422
-13,201
| -67% | -$597K | 0.03% | 139 |
|
|
2023
Q4 | $865K | Sell |
19,623
-53,409
| -73% | -$2.35M | 0.1% | 74 |
|
|
2023
Q3 | $2.87M | Buy |
+73,032
| New | +$2.87M | 0.41% | 42 |
|