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

Appleton Partners’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	$10M	Buy	190,724 +712	+0.4%	+$38K	0.7%	47
2025 Q4	$9.52M	Buy	190,012 +4,756	+3%	+$238K	0.63%	52
2025 Q3	$9.23M	Buy	185,256 +3,113	+2%	+$150K	0.62%	56
2025 Q2	$8.29M	Sell	182,143 -150	-0.1%	-$6.48K	0.59%	59
2025 Q1	$7.95M	Buy	182,293 +5,349	+3%	+$246K	0.61%	56
2024 Q4	$8.28M	Sell	176,944 -757	-0.4%	-$37K	0.61%	57
2024 Q3	$8.54M	Buy	177,701 +842	+0.5%	+$38.8K	0.63%	55
2024 Q2	$7.71M	Buy	176,859 +3,660	+2%	+$161K	0.59%	56
2024 Q1	$7.83M	Buy	173,199 +1,193	+0.7%	+$51.6K	0.61%	53
2023 Q4	$7.58M	Buy	172,006 +1,795	+1%	+$71.8K	0.61%	52
2023 Q3	$6.69M	Buy	170,211 +1,520	+0.9%	+$62.6K	0.59%	52
2023 Q2	$6.91M	Buy	168,691 +2,389	+1%	+$93.9K	0.58%	49
2023 Q1	$6.63M	Sell	166,302 -796	-0.5%	-$32.4K	0.59%	48
2022 Q4	$6.47M	Sell	167,098 -2,834	-2%	-$111K	0.61%	42
2022 Q3	$6.01M	Buy	169,932 +3,198	+2%	+$126K	0.6%	47
2022 Q2	$6.24M	Buy	166,734 +4,149	+3%	+$168K	0.59%	51
2022 Q1	$7.12M	Buy	162,585 +6,511	+4%	+$282K	0.58%	53
2021 Q4	$7.17M	Buy	156,074 +8,836	+6%	+$402K	0.54%	54
2021 Q3	$6.37M	Buy	147,238 +9,699	+7%	+$421K	0.53%	52
2021 Q2	$6.11M	Buy	137,539 +7,915	+6%	+$345K	0.52%	57
2021 Q1	$5.48M	Buy	129,624 +9,295	+8%	+$380K	0.51%	55
2020 Q4	$4.33M	Buy	120,329 +5,598	+5%	+$183K	0.43%	65
2020 Q3	$3.26M	Sell	114,731 -6,763	-6%	-$194K	0.36%	74
2020 Q2	$3.3M	Sell	121,494 -1,150	-0.9%	-$28.6K	0.4%	68
2020 Q1	$2.64M	Sell	122,644 -8,665	-7%	-$250K	0.37%	71
2019 Q4	$4.28M	Buy	131,309 +1,941	+2%	+$60.6K	0.47%	56
2019 Q3	$3.92M	Buy	129,368 +5,700	+5%	+$173K	0.47%	59
2019 Q2	$3.82M	Buy	123,668 +11,995	+11%	+$366K	0.47%	57
2019 Q1	$3.38M	Buy	111,673 +11,850	+12%	+$352K	0.45%	63
2018 Q4	$2.68M	Buy	99,823 +4,742	+5%	+$140K	0.4%	70
2018 Q3	$3.1M	Buy	95,081 +5,800	+6%	+$189K	0.41%	69
2018 Q2	$2.81M	Buy	89,281 +23,435	+36%	+$716K	0.4%	76
2018 Q1	$1.92M	Buy	65,846 +43,422	+194%	+$1.28M	0.29%	94
2017 Q4	$666K	Buy	+22,424	New	+$655K	0.1%	161

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 $1.09B AUM 23.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Appleton Partners's JPSE Position: Q1 2026 in Review

Appleton Partners increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.37% in Q1 2026, buying an estimated $38K and bringing the position to 190,724 shares worth $10M. The position accounts for 0.7% of the portfolio, ranked #47.

Appleton Partners first reported a position in JPSE in Q4 2017 and has held it in 34 quarters since. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

Appleton Partners held 190,724 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $10M as of Q1 2026.
Appleton Partners bought 712 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $38K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.7% of Appleton Partners's portfolio in Q1 2026, its #47 holding.
Appleton Partners first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2017 and has held it in 34 quarters since.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Appleton Partners's 13F filing for Q1 2026, filed 28 Apr 2026.