PJSIMP
P.J. Schmidt Investment Management (PJS)’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
23,697
+899
| +4% | +$40.9K | 0.19% | 76 |
|
|
2025
Q1 | $994K | Buy |
22,798
+363
| +2% | +$15.8K | 0.18% | 72 |
|
|
2024
Q4 | $1.05M | Buy |
22,435
+470
| +2% | +$22K | 0.18% | 68 |
|
|
2024
Q3 | $1.05M | Buy |
21,965
+942
| +4% | +$45.2K | 0.18% | 70 |
|
|
2024
Q2 | $917K | Buy |
21,023
+587
| +3% | +$25.6K | 0.17% | 75 |
|
|
2024
Q1 | $924K | Buy |
20,436
+2,218
| +12% | +$100K | 0.17% | 75 |
|
|
2023
Q4 | $784K | Buy |
18,218
+1,992
| +12% | +$85.7K | 0.16% | 80 |
|
|
2023
Q3 | $615K | Buy |
16,226
+1,076
| +7% | +$40.8K | 0.13% | 87 |
|
|
2023
Q2 | $643K | Buy |
+15,150
| New | +$643K | 0.13% | 92 |
|