Stifel Financial’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 | $10.1M | Buy |
223,080
+9,223
| +4% | +$420K | 0.01% | 876 |
|
|
2025
Q1 | $9.32M | Buy |
213,857
+18,429
| +9% | +$803K | 0.01% | 868 |
|
|
2024
Q4 | $9.15M | Buy |
195,428
+4,599
| +2% | +$215K | 0.01% | 891 |
|
|
2024
Q3 | $9.17M | Buy |
190,829
+541
| +0.3% | +$26K | 0.01% | 880 |
|
|
2024
Q2 | $8.3M | Buy |
190,288
+6,363
| +3% | +$277K | 0.01% | 888 |
|
|
2024
Q1 | $8.31M | Buy |
183,925
+5,252
| +3% | +$237K | 0.01% | 884 |
|
|
2023
Q4 | $7.87M | Sell |
178,673
-13,802
| -7% | -$608K | 0.01% | 878 |
|
|
2023
Q3 | $7.56M | Buy |
+192,475
| New | +$7.56M | 0.01% | 837 |
|