Aviance Capital Partners’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Aviance Capital Partners’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 Q1	$373K	Hold	7,113	–	–	0.04%	277
2025 Q4	$356K	Hold	7,113	–	–	0.04%	280
2025 Q3	$354K	Hold	7,113	–	–	0.04%	281
2025 Q2	$324K	Hold	7,113	–	–	0.04%	276
2025 Q1	$310K	Buy	+7,113	New	+$327K	0.04%	272

Other funds holding JPSE

KOC

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Aviance Capital Partners's JPSE Position: Q1 2026 in Review

Aviance Capital Partners held its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) position steady in Q1 2026 at 7,113 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #277.

Aviance Capital Partners first reported a position in JPSE in Q1 2025 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

Aviance Capital Partners held 7,113 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $373K as of Q1 2026.
Aviance Capital Partners left its JPMorgan Diversified Return US Small Cap Equity ETF share count unchanged in Q1 2026.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.04% of Aviance Capital Partners's portfolio in Q1 2026, its #277 holding.
Aviance Capital Partners first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2025 and has held it in 5 quarters since.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.