Pinnacle Wealth Management Advisory Group’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $441K | Hold |
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|
2025
Q2 | $403K | Hold |
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|
2025
Q1 | $386K | Hold |
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|
2024
Q4 | $415K | Hold |
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|
2024
Q3 | $425K | Hold |
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|
2024
Q2 | $386K | Sell |
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|
2024
Q1 | $409K | Sell |
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|
2023
Q4 | $494K | Hold |
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|
2023
Q3 | $440K | Sell |
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|
2023
Q2 | $737K | Buy |
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|
2023
Q1 | $460K | Hold |
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|
2022
Q4 | $447K | Hold |
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|
2022
Q3 | $408K | Sell |
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|
2022
Q2 | $760K | Sell |
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|
2022
Q1 | $982K | Hold |
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|
2021
Q4 | $1.03M | Hold |
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|
2021
Q3 | $969K | Hold |
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|
2021
Q2 | $995K | Hold |
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|
2021
Q1 | $948K | Hold |
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|
2020
Q4 | $807K | Sell |
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|
2020
Q3 | $733K | Hold |
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|
2020
Q2 | $700K | Sell |
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|
2020
Q1 | $575K | Buy |
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