TD Capital Management’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
2018
Q4
Sell
-1,984
Closed -$65K 222
2018
Q3
$65K Buy
1,984
+5
+0.3% +$163 0.02% 78
2018
Q2
$62K Buy
1,979
+6
+0.3% +$183 0.02% 74
2018
Q1
$57K Buy
+1,973
New +$58.2K 0.02% 77

Other funds holding JPSE

TD Capital Management's JPSE Position: Q4 2018 in Review

TD Capital Management sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q4 2018, closing a stake of 1,984 shares — an estimated $65K sold.

TD Capital Management first reported a position in JPSE in Q1 2018 and held it in 3 quarters. The position peaked at $65K in Q3 2018. 33 funds tracked by Wall St. Rank hold JPSE as of Q4 2018.

  • TD Capital Management reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q4 2018 after selling out during the quarter.
  • TD Capital Management sold 1,984 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q4 2018, an estimated $65K.
  • TD Capital Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2018 and held it in 3 quarters.
  • TD Capital Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $65K in Q3 2018.
  • 33 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q4 2018.

Based on TD Capital Management's 13F filing for Q4 2018, filed 6 Feb 2019.