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

AmeriFlex 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
2025
Q3 		– Sell
-941
Closed -$42.8K – 1228
2025
Q2 		$42.8K Buy
+941
New +$40.6K 0.02% 410

Other funds holding JPSE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

AmeriFlex Group's JPSE Position: Q3 2025 in Review

AmeriFlex Group sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q3 2025, closing a stake of 941 shares — an estimated $42.8K sold.

AmeriFlex Group first reported a position in JPSE in Q2 2025 and held it in 1 quarter. The position peaked at $42.8K in Q2 2025. 102 funds tracked by Wall St. Rank hold JPSE as of Q3 2025.

  • AmeriFlex Group reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • AmeriFlex Group sold 941 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q3 2025, an estimated $42.8K.
  • AmeriFlex Group first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2025 and held it in 1 quarter.
  • AmeriFlex Group's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $42.8K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2025.

Based on AmeriFlex Group's 13F filing for Q3 2025, filed 12 Nov 2025.