Advyzon Investment Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Advyzon Investment Management’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	$1.72M	Buy	32,723 +5,845	+22%	+$312K	0.15%	135
2025 Q4	$1.35M	Buy	+26,878	New	+$1.35M	0.16%	141

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

Advyzon Investment Management's JPSE Position: Q1 2026 in Review

Advyzon Investment Management increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 22% in Q1 2026, buying an estimated $312K and bringing the position to 32,723 shares worth $1.72M. The position accounts for 0.15% of the portfolio, ranked #135.

Advyzon Investment Management first reported a position in JPSE in Q4 2025 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

Advyzon Investment Management held 32,723 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $1.72M as of Q1 2026.
Advyzon Investment Management bought 5,845 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $312K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.15% of Advyzon Investment Management's portfolio in Q1 2026, its #135 holding.
Advyzon Investment Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.