Advisornet Financial’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Advisornet Financial’s Portfolio JPSE Stock Details JPSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.61K	Hold	60	–	–	﹤0.01%	1825
2026 Q1	$3.15K	Hold	60	–	–	﹤0.01%	1826
2025 Q4	$3K	Sell	60 -5	-8%	-$250	﹤0.01%	1830
2025 Q3	$3.24K	Hold	65	–	–	﹤0.01%	1779
2025 Q2	$2.96K	Hold	65	–	–	﹤0.01%	1772
2025 Q1	$2.83K	Hold	65	–	–	﹤0.01%	1723
2024 Q4	$3.04K	Hold	65	–	–	﹤0.01%	1550
2024 Q3	$3.12K	Hold	65	–	–	﹤0.01%	1679
2024 Q2	$2.83K	Hold	65	–	–	﹤0.01%	1568
2024 Q1	$2.94K	Buy	+65	New	+$2.81K	﹤0.01%	1537

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Advisornet Financial's JPSE Position: Q2 2026 in Review

Advisornet Financial held its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) position steady in Q2 2026 at 60 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

Advisornet Financial first reported a position in JPSE in Q1 2024 and has held it in 10 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Advisornet Financial held 60 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $3.61K as of Q2 2026.
Advisornet Financial left its JPMorgan Diversified Return US Small Cap Equity ETF share count unchanged in Q2 2026.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1825 holding.
Advisornet Financial first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2024 and has held it in 10 quarters since.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.