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O'Dell Group’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

O'Dell Group’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
2024
Q1 		– Sell
-742
Closed -$32.7K – 296
2023
Q4 		$32.7K Buy
+742
New +$29.7K 0.01% 248

Other funds holding JPSE

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

O'Dell Group's JPSE Position: Q1 2024 in Review

O'Dell Group sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q1 2024, closing a stake of 742 shares — an estimated $32.7K sold.

O'Dell Group first reported a position in JPSE in Q4 2023 and held it in 1 quarter. The position peaked at $32.7K in Q4 2023. 95 funds tracked by Wall St. Rank hold JPSE as of Q1 2024.

  • O'Dell Group reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 742 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2024, an estimated $32.7K.
  • O'Dell Group first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2023 and held it in 1 quarter.
  • O'Dell Group's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $32.7K in Q4 2023.
  • 95 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.