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 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 $1.19B AUM 15.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Advisornet Financial's JPSE Position: Q1 2026 in Review

Advisornet Financial held its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) position steady in Q1 2026 at 60 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1826.

Advisornet Financial first reported a position in JPSE in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.24K in Q3 2025. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

Advisornet Financial held 60 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $3.15K as of Q1 2026.
Advisornet Financial left its JPMorgan Diversified Return US Small Cap Equity ETF share count unchanged in Q1 2026.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1826 holding.
Advisornet Financial first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2024 and has held it in 9 quarters since.
Advisornet Financial's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $3.24K in Q3 2025.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.