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

Cambridge Investment Research 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	$2.58M	Sell	42,802 -3,565	-8%	-$204K	0.01%	1481
2026 Q1	$2.43M	Sell	46,367 -573	-1%	-$30.6K	0.01%	1454
2025 Q4	$2.35M	Buy	46,940 +5,744	+14%	+$288K	0.01%	1395
2025 Q3	$2.05M	Buy	41,196 +17,533	+74%	+$843K	0.01%	1491
2025 Q2	$1.08M	Sell	23,663 -2,509	-10%	-$108K	﹤0.01%	1888
2025 Q1	$1.14M	Buy	26,172 +878	+3%	+$40.3K	﹤0.01%	1755
2024 Q4	$1.18M	Sell	25,294 -1,616	-6%	-$78.9K	﹤0.01%	1742
2024 Q3	$1.29M	Sell	26,910 -25,059	-48%	-$1.16M	﹤0.01%	1665
2024 Q2	$2.27M	Buy	51,969 +4,731	+10%	+$208K	0.01%	1207
2024 Q1	$2.13M	Sell	47,238 -14,554	-24%	-$629K	0.01%	1219
2023 Q4	$2.72M	Buy	61,792 +7,367	+14%	+$295K	0.01%	1016
2023 Q3	$2.14M	Buy	54,425 +4,557	+9%	+$188K	0.01%	1091
2023 Q2	$2.04M	Sell	49,868 -39,170	-44%	-$1.54M	0.01%	1160
2023 Q1	$3.55M	Buy	89,038 +5,122	+6%	+$209K	0.02%	797
2022 Q4	$3.25M	Buy	83,916 +10,189	+14%	+$399K	0.02%	814
2022 Q3	$2.61M	Buy	73,727 +55,170	+297%	+$2.18M	0.01%	899
2022 Q2	$694K	Buy	18,557 +561	+3%	+$22.7K	﹤0.01%	1721
2022 Q1	$788K	Buy	17,996 +1,007	+6%	+$43.6K	﹤0.01%	1753
2021 Q4	$781K	Sell	16,989 -2,152	-11%	-$98K	﹤0.01%	1754
2021 Q3	$827K	Sell	19,141 -6	-0%	-$261	﹤0.01%	1681
2021 Q2	$850K	Buy	19,147 +303	+2%	+$13.2K	﹤0.01%	1655
2021 Q1	$797K	Buy	18,844 +4,649	+33%	+$190K	﹤0.01%	1592
2020 Q4	$511K	Buy	14,195 +1,318	+10%	+$43.1K	﹤0.01%	1759
2020 Q3	$366K	Sell	12,877 -31,511	-71%	-$904K	﹤0.01%	1797
2020 Q2	$1.21M	Sell	44,388 -2,802	-6%	-$69.8K	0.01%	1011
2020 Q1	$1.02M	Sell	47,190 -16,083	-25%	-$464K	0.01%	963
2019 Q4	$2.06M	Sell	63,273 -6,132	-9%	-$192K	0.02%	781
2019 Q3	$2.1M	Buy	69,405 +14,681	+27%	+$446K	0.02%	728
2019 Q2	$1.69M	Buy	54,724 +29,400	+116%	+$898K	0.02%	786
2019 Q1	$768K	Buy	25,324 +7,524	+42%	+$224K	0.01%	1192
2018 Q4	$478K	Buy	17,800 +6,062	+52%	+$179K	0.01%	1351
2018 Q3	$382K	Buy	11,738 +2,806	+31%	+$91.4K	﹤0.01%	1624
2018 Q2	$281K	Buy	8,932 +762	+9%	+$23.3K	﹤0.01%	1778
2018 Q1	$238K	Buy	+8,170	New	+$241K	﹤0.01%	1849

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

Cambridge Investment Research Advisors's JPSE Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 7.7% in Q2 2026, selling an estimated $204K and leaving 42,802 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #1481.

Cambridge Investment Research Advisors first reported a position in JPSE in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.55M in Q1 2023. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Cambridge Investment Research Advisors held 42,802 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $2.58M as of Q2 2026.
Cambridge Investment Research Advisors sold 3,565 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $204K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1481 holding.
Cambridge Investment Research Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2018 and has held it in 34 quarters since.
Cambridge Investment Research Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $3.55M in Q1 2023.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.