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

Ameriprise’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 Q2	$264K	Sell	4,383 -3,641	-45%	-$209K	﹤0.01%	3886
2026 Q1	$421K	Sell	8,024 -11,901	-60%	-$635K	﹤0.01%	3651
2025 Q4	$998K	Buy	19,925 +1,190	+6%	+$59.6K	﹤0.01%	3335
2025 Q3	$933K	Sell	18,735 -111,879	-86%	-$5.38M	﹤0.01%	3397
2025 Q2	$5.95M	Buy	130,614 +4,853	+4%	+$210K	﹤0.01%	2232
2025 Q1	$5.47M	Buy	125,761 +837	+0.7%	+$38.4K	﹤0.01%	2248
2024 Q4	$5.85M	Sell	124,924 -30,819	-20%	-$1.5M	﹤0.01%	2258
2024 Q3	$7.48M	Sell	155,743 -11,400	-7%	-$526K	﹤0.01%	2061
2024 Q2	$13.3M	Sell	167,143 -238,110	-59%	-$10.4M	﹤0.01%	1531
2024 Q1	$15.4M	Buy	405,253 +249,182	+160%	+$10.8M	﹤0.01%	1473
2023 Q4	$6.88M	Sell	156,071 -56,263	-26%	-$2.25M	﹤0.01%	2096
2023 Q3	$8.34M	Buy	212,334 +9,171	+5%	+$378K	﹤0.01%	1848
2023 Q2	$8.34M	Sell	203,163 -82,492	-29%	-$3.24M	﹤0.01%	1927
2023 Q1	$11.4M	Buy	285,655 +35,009	+14%	+$1.43M	﹤0.01%	1669
2022 Q4	$9.71M	Sell	250,646 -109,117	-30%	-$4.28M	﹤0.01%	1760
2022 Q3	$12.7M	Buy	359,763 +220,488	+158%	+$8.69M	﹤0.01%	1480
2022 Q2	$5.2M	Buy	139,275 +41,538	+42%	+$1.68M	﹤0.01%	2249
2022 Q1	$4.28M	Buy	97,737 +25,655	+36%	+$1.11M	﹤0.01%	2522
2021 Q4	$3.31M	Sell	72,082 -10,768	-13%	-$491K	﹤0.01%	2726
2021 Q3	$3.58M	Buy	82,850 +61,437	+287%	+$2.67M	﹤0.01%	2606
2021 Q2	$951K	Buy	21,413 +4,328	+25%	+$189K	﹤0.01%	3244
2021 Q1	$723K	Buy	17,085 +593	+4%	+$24.3K	﹤0.01%	3272
2020 Q4	$594K	Sell	16,492 -43,695	-73%	-$1.43M	﹤0.01%	3281
2020 Q3	$1.71M	Sell	60,187 -1,099	-2%	-$31.5K	﹤0.01%	2748
2020 Q2	$1.67M	Sell	61,286 -10,172	-14%	-$253K	﹤0.01%	2697
2020 Q1	$1.54M	Buy	71,458 +2,510	+4%	+$72.5K	﹤0.01%	2608
2019 Q4	$2.25M	Sell	68,948 -127,935	-65%	-$4M	﹤0.01%	2675
2019 Q3	$5.97M	Buy	196,883 +7,765	+4%	+$236K	﹤0.01%	2095
2019 Q2	$5.82M	Buy	189,118 +25,652	+16%	+$784K	﹤0.01%	2138
2019 Q1	$4.95M	Buy	163,466 +70,951	+77%	+$2.11M	﹤0.01%	2234
2018 Q4	$2.43M	Buy	+92,515	New	+$2.73M	﹤0.01%	2558

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise's JPSE Position: Q2 2026 in Review

Ameriprise reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 45% in Q2 2026, selling an estimated $209K and leaving 4,383 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #3886.

Ameriprise first reported a position in JPSE in Q4 2018 and has held it in 31 quarters since. The position peaked at $15.4M in Q1 2024. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Ameriprise held 4,383 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $264K as of Q2 2026.
Ameriprise sold 3,641 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $209K.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3886 holding.
Ameriprise first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2018 and has held it in 31 quarters since.
Ameriprise's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $15.4M in Q1 2024.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.