RVW Wealth’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

RVW Wealth’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
2023 Q4	–	Sell	-1,703	Closed	-$66.9K	–	255
2023 Q3	$66.9K	Buy	+1,703	New	+$70.2K	0.01%	204
2020 Q2	–	Sell	-22,659	Closed	-$488K	–	105
2020 Q1	$488K	Sell	22,659 -83,395	-79%	-$2.41M	0.11%	74
2019 Q4	$3.45M	Sell	106,054 -463	-0.4%	-$14.5K	0.76%	33
2019 Q3	$3.23M	Buy	+106,517	New	+$3.23M	0.77%	33

Other funds holding JPSE

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

RVW Wealth's JPSE Position: Q4 2023 in Review

RVW Wealth sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q4 2023, closing a stake of 1,703 shares — an estimated $66.9K sold.

RVW Wealth first reported a position in JPSE in Q3 2019 and held it in 4 quarters. The position peaked at $3.45M in Q4 2019. 89 funds tracked by Wall St. Rank hold JPSE as of Q4 2023.

RVW Wealth reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 1,703 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q4 2023, an estimated $66.9K.
RVW Wealth first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2019 and held it in 4 quarters.
RVW Wealth's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $3.45M in Q4 2019.
89 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.