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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.14K | Buy |
201
+155
| +337% | +$7.05K | ﹤0.01% | 3255 |
|
|
2025
Q1 | $2.01K | Sell |
46
-43
| -48% | -$1.87K | ﹤0.01% | 3644 |
|
|
2024
Q4 | $4.17K | Buy |
89
+46
| +107% | +$2.15K | ﹤0.01% | 3427 |
|
|
2024
Q3 | $2.07K | Hold |
43
| – | – | ﹤0.01% | 3431 |
|
|
2024
Q2 | $1.88K | Hold |
43
| – | – | ﹤0.01% | 3295 |
|
|
2024
Q1 | $1.94K | Hold |
43
| – | – | ﹤0.01% | 3294 |
|
|
2023
Q4 | $1.89K | Hold |
43
| – | – | ﹤0.01% | 3215 |
|
|
2023
Q3 | $1.69K | Hold |
43
| – | – | ﹤0.01% | 3109 |
|
|
2023
Q2 | $1.76K | Hold |
43
| – | – | ﹤0.01% | 3050 |
|
|
2023
Q1 | $1.71K | Buy |
+43
| New | +$1.71K | ﹤0.01% | 3047 |
|