Benjamin F. Edwards & Company’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$64K	Buy	1,468 +30	+2%	+$1.32K	﹤0.01%	1266
2024 Q1	$65K	Buy	1,438 +31	+2%	+$1.34K	﹤0.01%	1227
2023 Q4	$62K	Buy	1,407 +871	+163%	+$34.8K	﹤0.01%	1209
2023 Q3	$21K	Buy	536 +32	+6%	+$1.32K	﹤0.01%	1252
2023 Q2	$21K	Buy	+504	New	+$19.8K	﹤0.01%	1268

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

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

CAWM

Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

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

Benjamin F. Edwards & Company's JPSE Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 2.1% in Q2 2024, buying an estimated $1.32K and bringing the position to 1,468 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Benjamin F. Edwards & Company first reported a position in JPSE in Q2 2023 and has held it in 5 quarters since. The position peaked at $65K in Q1 2024. 96 funds tracked by Wall St. Rank hold JPSE as of Q2 2024.

Benjamin F. Edwards & Company held 1,468 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $64K as of Q2 2024.
Benjamin F. Edwards & Company bought 30 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2024, an estimated $1.32K.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1266 holding.
Benjamin F. Edwards & Company first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2023 and has held it in 5 quarters since.
Benjamin F. Edwards & Company's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $65K in Q1 2024.
96 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.