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

Aspire 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
2024 Q3	$141K	Sell	2,932 -204	-7%	-$9.41K	0.08%	111
2024 Q2	$137K	Hold	3,136	–	–	0.08%	108
2024 Q1	$142K	Sell	3,136 -60	-2%	-$2.59K	0.09%	107
2023 Q4	$141K	Buy	3,196 +146	+5%	+$5.84K	0.1%	101
2023 Q3	$120K	Buy	3,050 +854	+39%	+$35.2K	0.09%	101
2023 Q2	$89.9K	Buy	+2,196	New	+$86.3K	0.07%	113

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

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

Aspire Wealth Management's JPSE Position: Q3 2024 in Review

Aspire Wealth Management reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 6.5% in Q3 2024, selling an estimated $9.41K and leaving 2,932 shares worth $141K. The position accounts for 0.08% of the portfolio, ranked #111.

Aspire Wealth Management first reported a position in JPSE in Q2 2023 and has held it in 6 quarters since. The position peaked at $142K in Q1 2024. 97 funds tracked by Wall St. Rank hold JPSE as of Q3 2024.

Aspire Wealth Management held 2,932 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $141K as of Q3 2024.
Aspire Wealth Management sold 204 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q3 2024, an estimated $9.41K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.08% of Aspire Wealth Management's portfolio in Q3 2024, its #111 holding.
Aspire Wealth Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2023 and has held it in 6 quarters since.
Aspire Wealth Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $142K in Q1 2024.
97 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.