Capital Advisors Wealth Management, LLC JPSE Holdings History
Capital Advisors Wealth Management, LLC's JPMorgan Diversified Return U.S. Small Cap Equity ETF Holding Summary
As of 2025-03-31, Capital Advisors Wealth Management, LLC held 449,072.00 shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF(JPSE), totaling $19.58 Mil. This investment constitutes 3.46% of their stock portfolio, and Capital Advisors Wealth Management, LLC now holds 4.41% of the outstanding JPMorgan Diversified Return U.S. Small Cap Equity ETF(JPSE) stock.
The initial trade took place in 2022Q3. And since then Capital Advisors Wealth Management, LLC has made 9 purchases of JPSE, at an average price of $41.89, for a total of 754,250.00 shares. In addition, there have been 2 sales at an average price of $43.63 for 305,178.00 shares. Based on historical transaction data and JPSE's current price of $46.58, Capital Advisors Wealth Management, LLC's estimated gain on his JPSE holdings is $2.64 Mil, reflecting a 8.34% gain to date.
Capital Advisors Wealth Management, LLC JPSE ($46.58) Holding Chart
Capital Advisors Wealth Management, LLC JPSE ($46.58) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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