Patriot Financial Group Insurance Agency’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Patriot Financial Group Insurance Agency’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
2021 Q3	–	Sell	-47	Closed	-$2K	–	2191
2021 Q2	$2K	Hold	47	–	–	﹤0.01%	1881
2021 Q1	$2K	Hold	47	–	–	﹤0.01%	1783
2020 Q4	$2K	Buy	+47	New	+$1.54K	﹤0.01%	1642

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RJFSA

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HFM

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JPSE Position: Q3 2021 in Review

Patriot Financial Group Insurance Agency sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q3 2021, closing a stake of 47 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in JPSE in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 40 funds tracked by Wall St. Rank hold JPSE as of Q3 2021.

Patriot Financial Group Insurance Agency reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q3 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 47 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q3 2021, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2020 and held it in 3 quarters.
Patriot Financial Group Insurance Agency's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $2K in Q2 2021.
40 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2021, filed 24 Nov 2021.