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Sowell Financial Services’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1,229
Closed -$53K – 1681
2021
Q1 		$53K Buy
+1,229
New +$50.3K ﹤0.01% 1631

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Sowell Financial Services's JPSE Position: Q2 2021 in Review

Sowell Financial Services sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2021, closing a stake of 1,229 shares — an estimated $53K sold.

Sowell Financial Services first reported a position in JPSE in Q1 2021 and held it in 1 quarter. The position peaked at $53K in Q1 2021. 43 funds tracked by Wall St. Rank hold JPSE as of Q2 2021.

  • Sowell Financial Services reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,229 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2021, an estimated $53K.
  • Sowell Financial Services first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $53K in Q1 2021.
  • 43 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.