Cary Street Partners’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Cary Street Partners’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 Q1	–	Sell	-10,371	Closed	-$519K	–	1011
2025 Q4	$519K	Buy	+10,371	New	+$519K	0.01%	591

Other funds holding JPSE

KOC

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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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Cary Street Partners's JPSE Position: Q1 2026 in Review

Cary Street Partners sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q1 2026, closing a stake of 10,371 shares — an estimated $519K sold.

Cary Street Partners first reported a position in JPSE in Q4 2025 and held it in 1 quarter. The position peaked at $519K in Q4 2025. 115 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

Cary Street Partners reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
Cary Street Partners sold 10,371 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $519K.
Cary Street Partners first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2025 and held it in 1 quarter.
Cary Street Partners's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $519K in Q4 2025.
115 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Cary Street Partners's 13F filing for Q1 2026, filed 29 Apr 2026.