Teamwork Financial Advisors’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	$239K	Sell	5,253 -15,234	-74%	-$693K	0.03%	149
2025 Q1	$893K	Sell	20,487 -37,417	-65%	-$1.63M	0.12%	84
2024 Q4	$2.71M	Sell	57,904 -275,221	-83%	-$12.9M	0.35%	50
2024 Q3	$16M	Buy	333,125 +40,754	+14%	+$1.96M	2.22%	16
2024 Q2	$12.7M	Buy	+292,371	New	+$12.7M	1.89%	21