Choice Wealth Advisors, LLC JPSE Holdings History
Choice Wealth Advisors, LLC's JPMorgan Diversified Return U.S. Small Cap Equity ETF Holding Summary
As of 2025-06-30, Choice Wealth Advisors, LLC held - shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF(JPSE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Choice Wealth Advisors, LLC now holds 0% of the outstanding JPMorgan Diversified Return U.S. Small Cap Equity ETF(JPSE) stock.
The initial trade took place in 2022Q3. And since then Choice Wealth Advisors, LLC has made 7 purchases of JPSE, at an average price of $39.42, for a total of 189,316.00 shares. In addition, there have been 3 sales at an average price of $43.87 for 189,316.00 shares. Based on historical transaction data and JPSE's current price of $46.29, Choice Wealth Advisors, LLC's estimated gain on his JPSE holdings is $842,159.33, reflecting a 11.28% gain to date.
Choice Wealth Advisors, LLC JPSE ($46.29) Holding Chart
Choice Wealth Advisors, LLC JPSE ($46.29) 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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