Wayfinding 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 | – | Sell |
-620
| Closed | -$27K | – | 452 |
|
|
2025
Q1 | $27K | Buy |
+620
| New | +$27K | 0.01% | 496 |
|
|
2024
Q1 | – | Sell |
-49,274
| Closed | -$2.17M | – | 130 |
|
|
2023
Q4 | $2.17M | Sell |
49,274
-592
| -1% | -$26.1K | 1.48% | 19 |
|
|
2023
Q3 | $1.93M | Sell |
49,866
-1,394
| -3% | -$54K | 1.46% | 15 |
|
|
2023
Q2 | $2.19M | Sell |
51,260
-1,110
| -2% | -$47.4K | 1.52% | 14 |
|
|
2023
Q1 | $2.09M | Buy |
+52,370
| New | +$2.09M | 1.59% | 16 |
|
|
2022
Q4 | – | Sell |
-57,133
| Closed | -$2.02M | – | 93 |
|
|
2022
Q3 | $2.02M | Buy |
+57,133
| New | +$2.02M | 1.89% | 14 |
|