Capital Advisors Wealth Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Capital Advisors Wealth 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
2026 Q2	$5.48M	Buy	91,151 +224	+0.2%	+$12.8K	0.64%	38
2026 Q1	$4.77M	Sell	90,927 -4,360	-5%	-$232K	0.64%	39
2025 Q4	$4.77M	Sell	95,287 -80	-0.1%	-$4.01K	0.65%	40
2025 Q3	$4.75M	Buy	95,367 +4,393	+5%	+$211K	0.68%	38
2025 Q2	$4.14M	Sell	90,974 -358,098	-80%	-$15.5M	0.65%	41
2025 Q1	$19.6M	Buy	449,072 +65,809	+17%	+$3.02M	3.46%	8
2024 Q4	$17.9M	Buy	383,263 +141,637	+59%	+$6.91M	3.19%	10
2024 Q3	$11.6M	Buy	241,626 +1,848	+0.8%	+$85.2K	2.14%	14
2024 Q2	$10.5M	Sell	239,778 -183,787	-43%	-$8.07M	2.07%	14
2024 Q1	$19.1M	Sell	423,565 -121,391	-22%	-$5.25M	3.97%	8
2023 Q4	$24M	Buy	544,956 +39,901	+8%	+$1.6M	5.47%	5
2023 Q3	$19.8M	Buy	505,055 +39,317	+8%	+$1.62M	5.18%	7
2023 Q2	$19.1M	Buy	465,738 +194,622	+72%	+$7.65M	4.88%	6
2023 Q1	$10.8M	Buy	271,116 +73,802	+37%	+$3.01M	2.99%	10
2022 Q4	$7.64M	Buy	197,314 +46,989	+31%	+$1.84M	2.32%	12
2022 Q3	$5.32M	Buy	+150,325	New	+$5.93M	1.76%	19

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

Capital Advisors Wealth Management's JPSE Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.25% in Q2 2026, buying an estimated $12.8K and bringing the position to 91,151 shares worth $5.48M. The position accounts for 0.64% of the portfolio, ranked #38.

Capital Advisors Wealth Management first reported a position in JPSE in Q3 2022 and has held it in 16 quarters since. The position peaked at $24M in Q4 2023. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Capital Advisors Wealth Management held 91,151 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $5.48M as of Q2 2026.
Capital Advisors Wealth Management bought 224 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $12.8K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.64% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #38 holding.
Capital Advisors Wealth Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2022 and has held it in 16 quarters since.
Capital Advisors Wealth Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $24M in Q4 2023.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.