Oak Harbor Wealth Partners’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 | $881K | Buy |
19,370
+7,099
| +58% | +$323K | 0.24% | 92 |
|
|
2025
Q1 | $535K | Sell |
12,271
-2,350
| -16% | -$102K | 0.15% | 114 |
|
|
2024
Q4 | $684K | Sell |
14,621
-8,233
| -36% | -$385K | 0.2% | 103 |
|
|
2024
Q3 | $1.1M | Buy |
22,854
+1,833
| +9% | +$88K | 0.31% | 81 |
|
|
2024
Q2 | $917K | Buy |
21,021
+250
| +1% | +$10.9K | 0.29% | 80 |
|
|
2024
Q1 | $939K | Buy |
+20,771
| New | +$939K | 0.29% | 77 |
|