Atria Investments’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Atria Investments’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
2021 Q1	–	Sell	-49,070	Closed	-$1.77M	–	732
2020 Q4	$1.77M	Sell	49,070 -13,166	-21%	-$430K	0.04%	459
2020 Q3	$1.77M	Buy	62,236 +7,691	+14%	+$221K	0.05%	370
2020 Q2	$1.48M	Buy	54,545 +17,285	+46%	+$430K	0.05%	384
2020 Q1	$803K	Sell	37,260 -3,711	-9%	-$107K	0.06%	263
2019 Q4	$1.33M	Buy	40,971 +20,347	+99%	+$636K	0.04%	433
2019 Q3	$625K	Buy	20,624 +5,259	+34%	+$160K	0.02%	532
2019 Q2	$451K	Buy	+15,365	New	+$469K	0.02%	618

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

AFM

Andesa Financial Management Allentown, Pennsylvania $195M AUM 2.34% 1-Year Est. Return

Atria Investments's JPSE Position: Q1 2021 in Review

Atria Investments sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q1 2021, closing a stake of 49,070 shares — an estimated $1.77M sold.

Atria Investments first reported a position in JPSE in Q2 2019 and held it in 7 quarters. The position peaked at $1.77M in Q3 2020. 45 funds tracked by Wall St. Rank hold JPSE as of Q1 2021.

Atria Investments reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q1 2021 after selling out during the quarter.
Atria Investments sold 49,070 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2021, an estimated $1.77M.
Atria Investments first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2019 and held it in 7 quarters.
Atria Investments's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1.77M in Q3 2020.
45 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2021.

Based on Atria Investments's 13F filing for Q1 2021, filed 11 May 2021.