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

Albion Financial Group’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	$82.5K	Hold	1,573	–	–	0.01%	229
2025 Q4	$78.8K	Hold	1,573	–	–	﹤0.01%	221
2025 Q3	$78.4K	Hold	1,573	–	–	﹤0.01%	217
2025 Q2	$71.6K	Sell	1,573 -1,431	-48%	-$61.8K	﹤0.01%	213
2025 Q1	$131K	Buy	3,004 +1,431	+91%	+$65.7K	0.01%	196
2024 Q4	$73.6K	Hold	1,573	–	–	0.01%	224
2024 Q3	$75.6K	Sell	1,573 -1,431	-48%	-$66K	0.01%	224
2024 Q2	$131K	Buy	+3,004	New	+$132K	0.01%	198

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

Albion Financial Group's JPSE Position: Q1 2026 in Review

Albion Financial Group held its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) position steady in Q1 2026 at 1,573 shares worth $82.5K. The position accounts for 0.01% of the portfolio, ranked #229.

Albion Financial Group first reported a position in JPSE in Q2 2024 and has held it in 8 quarters since. The position peaked at $131K in Q2 2024. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

Albion Financial Group held 1,573 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $82.5K as of Q1 2026.
Albion Financial Group 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 Albion Financial Group's portfolio in Q1 2026, its #229 holding.
Albion Financial Group first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2024 and has held it in 8 quarters since.
Albion Financial Group's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $131K in Q2 2024.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Albion Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.