Sigma Planning Corp’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Sigma Planning Corp’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 Q3	–	Sell	-11,230	Closed	-$460K	–	1256
2023 Q2	$460K	Buy	+11,230	New	+$441K	0.02%	767

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 $1.19B AUM 15.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CWA

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

Sigma Planning Corp's JPSE Position: Q3 2023 in Review

Sigma Planning Corp sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q3 2023, closing a stake of 11,230 shares — an estimated $460K sold.

Sigma Planning Corp first reported a position in JPSE in Q2 2023 and held it in 1 quarter. The position peaked at $460K in Q2 2023. 83 funds tracked by Wall St. Rank hold JPSE as of Q3 2023.

Sigma Planning Corp reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q3 2023 after selling out during the quarter.
Sigma Planning Corp sold 11,230 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q3 2023, an estimated $460K.
Sigma Planning Corp first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2023 and held it in 1 quarter.
Sigma Planning Corp's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $460K in Q2 2023.
83 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.