Aptus Capital Advisors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Aptus Capital Advisors’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	$24.5K	Buy	407 +1	+0.2%	+$57	﹤0.01%	1489
2026 Q1	$21.3K	Sell	406 -7	-2%	-$373	﹤0.01%	1392
2025 Q4	$20.7K	Sell	413 -6	-1%	-$300	﹤0.01%	1412
2025 Q3	$20.9K	Buy	419 +2	+0.5%	+$96	﹤0.01%	1345
2025 Q2	$19K	Buy	417 +1	+0.2%	+$43	﹤0.01%	1291
2025 Q1	$18.1K	Buy	416 +7	+2%	+$321	﹤0.01%	1223
2024 Q4	$19.1K	Buy	409 +3	+0.7%	+$146	﹤0.01%	1219
2024 Q3	$19.5K	Buy	406 +1	+0.2%	+$46	﹤0.01%	1040
2024 Q2	$17.7K	Sell	405 -331	-45%	-$14.5K	﹤0.01%	985
2024 Q1	$33.3K	Buy	736 +716	+3,580%	+$31K	﹤0.01%	929
2023 Q4	$881	Hold	20	–	–	﹤0.01%	890
2023 Q3	$786	Buy	+20	New	+$824	﹤0.01%	888

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

Aptus Capital Advisors's JPSE Position: Q2 2026 in Review

Aptus Capital Advisors increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.25% in Q2 2026, buying an estimated $57 and bringing the position to 407 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

Aptus Capital Advisors first reported a position in JPSE in Q3 2023 and has held it in 12 quarters since. The position peaked at $33.3K in Q1 2024. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Aptus Capital Advisors held 407 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $24.5K as of Q2 2026.
Aptus Capital Advisors bought 1 JPMorgan Diversified Return US Small Cap Equity ETF share in Q2 2026, an estimated $57.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1489 holding.
Aptus Capital Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2023 and has held it in 12 quarters since.
Aptus Capital Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $33.3K 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 Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.