Stonehaven Wealth & Tax Solutions’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	$1.87M	Buy	41,146 +1,965	+5%	+$89.4K	1.83%	15
2025 Q1	$1.71M	Buy	39,181 +7,799	+25%	+$340K	1.8%	14
2024 Q4	$1.47M	Buy	+31,382	New	+$1.47M	1.6%	16