Oak Harbor Wealth Partners’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Oak Harbor Wealth Partners’s Portfolio JPSE Stock Details JPSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$965K	Buy
2025 Q2	$881K	Buy
2025 Q1	$535K	Sell
2024 Q4	$684K	Sell
2024 Q3	$1.1M	Buy
2024 Q2	$917K	Buy
2024 Q1	$939K	Buy