Aprio Wealth Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Aprio Wealth Management’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	$15.5M	Sell	257,360 -59,248	-19%	-$3.4M	0.76%	33
2026 Q1	$16.6M	Buy	316,608 +6,270	+2%	+$334K	0.91%	33
2025 Q4	$15.5M	Buy	+310,338	New	+$15.5M	0.89%	31

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aprio Wealth Management's JPSE Position: Q2 2026 in Review

Aprio Wealth Management reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 19% in Q2 2026, selling an estimated $3.4M and leaving 257,360 shares worth $15.5M. The position accounts for 0.76% of the portfolio, ranked #33.

Aprio Wealth Management first reported a position in JPSE in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.6M in Q1 2026. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Aprio Wealth Management held 257,360 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $15.5M as of Q2 2026.
Aprio Wealth Management sold 59,248 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $3.4M.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.76% of Aprio Wealth Management's portfolio in Q2 2026, its #33 holding.
Aprio Wealth Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
Aprio Wealth Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $16.6M in Q1 2026.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.