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Buckingham Strategic Wealth’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Buckingham Strategic Wealth’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
2021
Q1 		– Sell
-19,957
Closed -$719K – 563
2020
Q4 		$719K Sell
19,957
-3,367
-14% -$110K 0.04% 255
2020
Q3 		$663K Buy
+23,324
New +$669K 0.05% 223

Other funds holding JPSE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
AFM
Andesa Financial Management Allentown, Pennsylvania $195M AUM 2.34% 1-Year Est. Return

Buckingham Strategic Wealth's JPSE Position: Q1 2021 in Review

Buckingham Strategic Wealth sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q1 2021, closing a stake of 19,957 shares — an estimated $719K sold.

Buckingham Strategic Wealth first reported a position in JPSE in Q3 2020 and held it in 2 quarters. The position peaked at $719K in Q4 2020. 45 funds tracked by Wall St. Rank hold JPSE as of Q1 2021.

  • Buckingham Strategic Wealth reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 19,957 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2021, an estimated $719K.
  • Buckingham Strategic Wealth first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2020 and held it in 2 quarters.
  • Buckingham Strategic Wealth's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $719K in Q4 2020.
  • 45 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2021, filed 30 Apr 2021.