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Stapp Wealth Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Stapp Wealth Management’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
2022
Q4 		– Sell
-175
Closed -$6K – 70
2022
Q3 		$6K Buy
+175
New +$6.9K 0.02% 74

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Morgan Stanley
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Royal Bank of Canada
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CAWM
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Stapp Wealth Management's JPSE Position: Q4 2022 in Review

Stapp Wealth Management sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q4 2022, closing a stake of 175 shares — an estimated $6K sold.

Stapp Wealth Management first reported a position in JPSE in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 69 funds tracked by Wall St. Rank hold JPSE as of Q4 2022.

  • Stapp Wealth Management reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Stapp Wealth Management sold 175 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q4 2022, an estimated $6K.
  • Stapp Wealth Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2022 and held it in 1 quarter.
  • Stapp Wealth Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $6K in Q3 2022.
  • 69 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.