Bell Investment Advisors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Bell Investment Advisors’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 Q2	$10.5K	Sell	174 -14	-7%	-$803	﹤0.01%	693
2026 Q1	$9.86K	Sell	188 -29	-13%	-$1.55K	﹤0.01%	687
2025 Q4	$10.9K	Sell	217 -19	-8%	-$952	﹤0.01%	665
2025 Q3	$11.8K	Sell	236 -17	-7%	-$817	﹤0.01%	577
2025 Q2	$11.5K	Sell	253 -115	-31%	-$4.96K	﹤0.01%	618
2025 Q1	$16K	Hold	368	–	–	﹤0.01%	449
2024 Q4	$17.2K	Hold	368	–	–	﹤0.01%	433
2024 Q3	$17.7K	Hold	368	–	–	﹤0.01%	429
2024 Q2	$16K	Hold	368	–	–	﹤0.01%	448
2024 Q1	$16.6K	Buy	368 +116	+46%	+$5.02K	﹤0.01%	422
2023 Q4	$11.1K	Buy	+252	New	+$10.1K	﹤0.01%	520

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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

Bell Investment Advisors's JPSE Position: Q2 2026 in Review

Bell Investment Advisors reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 7.4% in Q2 2026, selling an estimated $803 and leaving 174 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Bell Investment Advisors first reported a position in JPSE in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.7K in Q3 2024. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Bell Investment Advisors held 174 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $10.5K as of Q2 2026.
Bell Investment Advisors sold 14 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $803.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #693 holding.
Bell Investment Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
Bell Investment Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $17.7K in Q3 2024.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.