Sprinkle Financial Consultants’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
Q2 | $5.76M | Sell |
126,612
-5,946
| -4% | -$270K | 3.52% | 7 |
|
|
2025
Q1 | $5.78M | Buy |
132,558
+25,373
| +24% | +$1.11M | 3.67% | 7 |
|
|
2024
Q4 | $5.02M | Buy |
107,185
+7,798
| +8% | +$365K | 3.42% | 8 |
|
|
2024
Q3 | $4.77M | Buy |
99,387
+5,884
| +6% | +$283K | 3.41% | 8 |
|
|
2024
Q2 | $4.08M | Buy |
93,503
+3,242
| +4% | +$141K | 3.21% | 8 |
|
|
2024
Q1 | $4.08M | Buy |
90,261
+49,878
| +124% | +$2.25M | 3.48% | 7 |
|
|
2023
Q4 | $1.78M | Buy |
+40,383
| New | +$1.78M | 1.81% | 15 |
|