Steward Partners Investment Advisory’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $31.2K | Buy |
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2025
Q2 | $9.14K | Buy |
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2025
Q1 | $2K | Sell |
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|
2024
Q4 | $4.17K | Buy |
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|
2024
Q3 | $2.06K | Hold |
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|
2024
Q2 | $1.88K | Hold |
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|
2024
Q1 | $1.94K | Hold |
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|
2023
Q4 | $1.89K | Hold |
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|
2023
Q3 | $1.69K | Hold |
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|
2023
Q2 | $1.76K | Hold |
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|
2023
Q1 | $1.71K | Buy |
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