Personal CFO Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-31,548
| Closed | -$1.43M | – | 576 |
|
|
2024
Q1 | $1.43M | Buy |
31,548
+2,167
| +7% | +$97.9K | 0.22% | 87 |
|
|
2023
Q4 | $1.29M | Buy |
29,381
+3,085
| +12% | +$136K | 0.22% | 84 |
|
|
2023
Q3 | $1.03M | Buy |
26,296
+6,392
| +32% | +$251K | 0.2% | 99 |
|
|
2023
Q2 | $815K | Buy |
19,904
+6,761
| +51% | +$277K | 0.17% | 124 |
|
|
2023
Q1 | $524K | Buy |
13,143
+2,730
| +26% | +$109K | 0.11% | 184 |
|
|
2022
Q4 | $403K | Buy |
+10,413
| New | +$403K | 0.09% | 224 |
|