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

Atria Wealth Solutions’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
2025 Q2	$233K	Sell	5,133 -17,267	-77%	-$746K	0.01%	1289
2025 Q1	$976K	Buy	22,400 +1,052	+5%	+$48.3K	0.01%	910
2024 Q4	$999K	Buy	21,348 +705	+3%	+$34.4K	0.01%	923
2024 Q3	$991K	Sell	20,643 -12	-0.1%	-$553	0.01%	920
2024 Q2	$901K	Buy	20,655 +1,515	+8%	+$66.5K	0.01%	943
2024 Q1	$865K	Buy	19,140 +452	+2%	+$19.5K	0.01%	975
2023 Q4	$823K	Sell	18,688 -1,414	-7%	-$56.6K	0.01%	952
2023 Q3	$790K	Buy	20,102 +504	+3%	+$20.8K	0.01%	923
2023 Q2	$803K	Sell	19,598 -843	-4%	-$33.1K	0.01%	943
2023 Q1	$815K	Buy	20,441 +6,855	+50%	+$279K	0.01%	888
2022 Q4	$526K	Buy	13,586 +9	+0.1%	+$353	0.01%	1056
2022 Q3	$480K	Sell	13,577 -346	-2%	-$13.6K	0.01%	1045
2022 Q2	$521K	Buy	13,923 +8,417	+153%	+$341K	0.01%	956
2022 Q1	$241K	Buy	+5,506	New	+$239K	﹤0.01%	1450

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Atria Wealth Solutions's JPSE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 77% in Q2 2025, selling an estimated $746K and leaving 5,133 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #1289.

Atria Wealth Solutions first reported a position in JPSE in Q1 2022 and has held it in 14 quarters since. The position peaked at $999K in Q4 2024. 102 funds tracked by Wall St. Rank hold JPSE as of Q2 2025.

Atria Wealth Solutions held 5,133 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $233K as of Q2 2025.
Atria Wealth Solutions sold 17,267 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2025, an estimated $746K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1289 holding.
Atria Wealth Solutions first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $999K in Q4 2024.
102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.