Wealth Enhancement Advisory Services’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Sell |
6,202
-189
| -3% | -$8.87K | ﹤0.01% | 2647 |
|
|
2025
Q1 | $279K | Buy |
+6,391
| New | +$279K | ﹤0.01% | 2490 |
|
|
2024
Q4 | – | Sell |
-4,430
| Closed | -$213K | – | 2937 |
|
|
2024
Q3 | $213K | Buy |
+4,430
| New | +$213K | ﹤0.01% | 2391 |
|
|
2022
Q3 | – | Sell |
-6,441
| Closed | -$244K | – | 355 |
|
|
2022
Q2 | $244K | Buy |
+6,441
| New | +$244K | ﹤0.01% | 315 |
|