Prospera Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
7,441
-316
| -4% | -$14.4K | 0.01% | 1061 |
|
|
2025
Q1 | $338K | Buy |
7,757
+11
| +0.1% | +$480 | 0.01% | 939 |
|
|
2024
Q4 | $363K | Buy |
7,746
+831
| +12% | +$38.9K | 0.01% | 854 |
|
|
2024
Q3 | $332K | Buy |
6,915
+22
| +0.3% | +$1.06K | 0.01% | 880 |
|
|
2024
Q2 | $301K | Sell |
6,893
-392
| -5% | -$17.1K | 0.01% | 917 |
|
|
2024
Q1 | $329K | Buy |
7,285
+10
| +0.1% | +$452 | 0.01% | 866 |
|
|
2023
Q4 | $321K | Sell |
7,275
-207
| -3% | -$9.12K | 0.01% | 817 |
|
|
2023
Q3 | $294K | Buy |
+7,482
| New | +$294K | 0.01% | 814 |
|