Salem Investment Counselors’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
Q1 | – | Sell |
-400
| Closed | -$18.7K | – | 1242 |
|
|
2024
Q4 | $18.7K | Sell |
400
-400
| -50% | -$18.7K | ﹤0.01% | 727 |
|
|
2024
Q3 | $38.4K | Hold |
800
| – | – | ﹤0.01% | 637 |
|
|
2024
Q2 | $34.9K | Hold |
800
| – | – | ﹤0.01% | 638 |
|
|
2024
Q1 | $36.2K | Hold |
800
| – | – | ﹤0.01% | 618 |
|
|
2023
Q4 | $35.2K | Hold |
800
| – | – | ﹤0.01% | 613 |
|
|
2023
Q3 | $31.4K | Hold |
800
| – | – | ﹤0.01% | 606 |
|
|
2023
Q2 | $32.8K | Hold |
800
| – | – | ﹤0.01% | 599 |
|
|
2023
Q1 | $31.9K | Buy |
800
+125
| +19% | +$4.98K | ﹤0.01% | 612 |
|
|
2022
Q4 | $26.2K | Hold |
675
| – | – | ﹤0.01% | 622 |
|
|
2022
Q3 | $24K | Buy |
+675
| New | +$24K | ﹤0.01% | 607 |
|