SWP
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Sagespring Wealth Partners’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Sagespring Wealth Partners’s Portfolio JPSE Stock Details JPSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$248K Sell
5,444
-70
-1% -$3.18K 0.01% 638
2025
Q1 		$240K Sell
5,514
-68
-1% -$2.96K 0.01% 584
2024
Q4 		$261K Buy
+5,582
New +$261K 0.01% 511