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Systelligence LLC’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Systelligence LLC’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
2023
Q3 		– Sell
-290,765
Closed -$11.9M – 52
2023
Q2 		$11.9M Buy
290,765
+169,630
+140% +$6.67M 3.76% 7
2023
Q1 		$4.83M Buy
121,135
+1,860
+2% +$75.8K 1.24% 27
2022
Q4 		$4.62M Sell
119,275
-1,240
-1% -$48.6K 1.2% 26
2022
Q3 		$4.26M Hold
120,515
– – 1.3% 21
2022
Q2 		$4.51M Buy
120,515
+2,245
+2% +$90.9K 1.31% 27
2022
Q1 		$5.18M Buy
+118,270
New +$5.13M 1.12% 30

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KOC
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LPL Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return