Nations Financial Group’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 | $263K | Sell |
5,787
-1,199
| -17% | -$54.5K | 0.02% | 589 |
|
|
2025
Q1 | $305K | Sell |
6,986
-952
| -12% | -$41.5K | 0.02% | 532 |
|
|
2024
Q4 | $372K | Sell |
7,938
-3,594
| -31% | -$168K | 0.03% | 512 |
|
|
2024
Q3 | $554K | Sell |
11,532
-30
| -0.3% | -$1.44K | 0.04% | 411 |
|
|
2024
Q2 | $504K | Buy |
11,562
+2,027
| +21% | +$88.4K | 0.04% | 401 |
|
|
2024
Q1 | $431K | Buy |
9,535
+2,638
| +38% | +$119K | 0.04% | 450 |
|
|
2023
Q4 | $304K | Buy |
+6,897
| New | +$304K | 0.03% | 513 |
|