CT
JPSE icon

Caldwell Trust’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Caldwell Trust’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 		– Sell
-1,301
Closed -$68.2K – 832
2026
Q1 		$68.2K Hold
1,301
– – 0.01% 455
2025
Q4 		$65.1K Buy
+1,301
New +$65.2K 0.01% 444

Other funds holding JPSE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Caldwell Trust's JPSE Position: Q2 2026 in Review

Caldwell Trust sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2026, closing a stake of 1,301 shares — an estimated $68.2K sold.

Caldwell Trust first reported a position in JPSE in Q4 2025 and held it in 2 quarters. The position peaked at $68.2K in Q1 2026. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

  • Caldwell Trust reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Caldwell Trust sold 1,301 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $68.2K.
  • Caldwell Trust first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2025 and held it in 2 quarters.
  • Caldwell Trust's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $68.2K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.