Beck Bode LLC’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Beck Bode LLC’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	–	Sell	-4,344	Closed	-$218K	–	121
2025 Q4	$218K	Sell	4,344 -8	-0.2%	-$401	0.04%	90
2025 Q3	$217K	Sell	4,352 -751	-15%	-$36.1K	0.04%	91
2025 Q2	$232K	Sell	5,103 -2,332	-31%	-$101K	0.04%	93
2025 Q1	$324K	Sell	7,435 -2,066	-22%	-$94.9K	0.06%	90
2024 Q4	$445K	Sell	9,501 -5,022	-35%	-$245K	0.08%	92
2024 Q3	$698K	Sell	14,523 -6,607	-31%	-$305K	0.13%	84
2024 Q2	$921K	Sell	21,130 -7,545	-26%	-$331K	0.19%	77
2024 Q1	$1.3M	Sell	28,675 -4,595	-14%	-$199K	0.26%	74
2023 Q4	$1.47M	Sell	33,270 -611	-2%	-$24.4K	0.33%	79
2023 Q3	$1.33M	Sell	33,881 -516	-2%	-$21.3K	0.34%	78
2023 Q2	$1.41M	Sell	34,397 -3,246	-9%	-$128K	0.34%	79
2023 Q1	$1.5M	Sell	37,643 -3,601	-9%	-$147K	0.37%	74
2022 Q4	$1.6M	Sell	41,244 -444	-1%	-$17.4K	0.36%	73
2022 Q3	$1.48M	Buy	+41,688	New	+$1.64M	0.32%	76

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

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 $672B AUM 33.48% 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

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

Beck Bode LLC's JPSE Position: Q1 2026 in Review

Beck Bode LLC sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q1 2026, closing a stake of 4,344 shares — an estimated $218K sold.

Beck Bode LLC first reported a position in JPSE in Q3 2022 and held it in 14 quarters. The position peaked at $1.6M in Q4 2022. 115 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

Beck Bode LLC reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
Beck Bode LLC sold 4,344 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $218K.
Beck Bode LLC first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2022 and held it in 14 quarters.
Beck Bode LLC's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1.6M in Q4 2022.
115 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Beck Bode LLC's 13F filing for Q1 2026, filed 7 May 2026.