Ameriprise
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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
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 $1.19B 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 $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
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 $900M AUM 17.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise's JPSE Position: Q1 2026 in Review

Ameriprise reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 60% in Q1 2026, selling an estimated $635K and leaving 8,024 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #3651.

Ameriprise first reported a position in JPSE in Q4 2018 and has held it in 30 quarters since. The position peaked at $15.4M in Q1 2024. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

  • Ameriprise held 8,024 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $421K as of Q1 2026.
  • Ameriprise sold 11,901 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $635K.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3651 holding.
  • Ameriprise first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2018 and has held it in 30 quarters since.
  • Ameriprise's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $15.4M in Q1 2024.
  • 114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.