Beacon Capital Management LLC (Tennessee)’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-23
Closed -$1.05K 607
2025
Q2
$1.05K Buy
+23
New +$993 ﹤0.01% 977

Other funds holding JPSE

Beacon Capital Management LLC (Tennessee)'s JPSE Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q3 2025, closing a stake of 23 shares — an estimated $1.05K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in JPSE in Q2 2025 and held it in 1 quarter. The position peaked at $1.05K in Q2 2025. 102 funds tracked by Wall St. Rank hold JPSE as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 23 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q3 2025, an estimated $1.05K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2025 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1.05K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.