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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.04M Buy
33,839
+1,116
+3% +$64K 0.15% 142
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

Advyzon Investment Management's JPSE Position: Q2 2026 in Review

Advyzon Investment Management increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 3.4% in Q2 2026, buying an estimated $64K and bringing the position to 33,839 shares worth $2.04M. The position accounts for 0.15% of the portfolio, ranked #142.

Advyzon Investment Management first reported a position in JPSE in Q4 2025 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

  • Advyzon Investment Management held 33,839 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $2.04M as of Q2 2026.
  • Advyzon Investment Management bought 1,116 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $64K.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up 0.15% of Advyzon Investment Management's portfolio in Q2 2026, its #142 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 3 quarters since.
  • 117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.