Northwestern Mutual Wealth Management’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 | $8.66M | Buy |
190,340
+26,569
| +16% | +$1.21M | 0.01% | 537 |
|
|
2025
Q1 | $7.14M | Buy |
163,771
+14,089
| +9% | +$614K | 0.01% | 557 |
|
|
2024
Q4 | $7.01M | Buy |
149,682
+6,978
| +5% | +$327K | 0.01% | 533 |
|
|
2024
Q3 | $6.85M | Buy |
142,704
+11,718
| +9% | +$563K | 0.01% | 548 |
|
|
2024
Q2 | $5.71M | Buy |
130,986
+4,282
| +3% | +$187K | 0.01% | 561 |
|
|
2024
Q1 | $5.73M | Buy |
126,704
+12,256
| +11% | +$554K | 0.01% | 529 |
|
|
2023
Q4 | $5.04M | Buy |
114,448
+10,969
| +11% | +$483K | 0.01% | 545 |
|
|
2023
Q3 | $4.07M | Buy |
103,479
+10,590
| +11% | +$416K | 0.01% | 546 |
|
|
2023
Q2 | $3.8M | Buy |
+92,889
| New | +$3.8M | ﹤0.01% | 553 |
|
|
2022
Q3 | – | Sell |
-650
| Closed | -$24K | – | 3251 |
|
|
2022
Q2 | $24K | Buy |
+650
| New | +$24K | ﹤0.01% | 2172 |
|
|
2022
Q1 | – | Sell |
-130
| Closed | -$6K | – | 3256 |
|
|
2021
Q4 | $6K | Buy |
+130
| New | +$6K | ﹤0.01% | 2734 |
|