Boston Mountain Money Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Boston Mountain Money Management’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 Q3	$666K	Hold	13,866	–	–	0.39%	29
2024 Q2	$605K	Hold	13,866	–	–	0.4%	30
2024 Q1	$627K	Buy	+13,866	New	+$600K	0.43%	27

Other funds holding JPSE

KOC

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

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

TFA

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

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

CAWM

Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return

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

Boston Mountain Money Management's JPSE Position: Q3 2024 in Review

Boston Mountain Money Management held its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) position steady in Q3 2024 at 13,866 shares worth $666K. The position accounts for 0.39% of the portfolio, ranked #29.

Boston Mountain Money Management first reported a position in JPSE in Q1 2024 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold JPSE as of Q3 2024.

Boston Mountain Money Management held 13,866 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $666K as of Q3 2024.
Boston Mountain Money Management left its JPMorgan Diversified Return US Small Cap Equity ETF share count unchanged in Q3 2024.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.39% of Boston Mountain Money Management's portfolio in Q3 2024, its #29 holding.
Boston Mountain Money Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2024 and has held it in 3 quarters since.
97 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.