Centerpoint Advisory Group’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Centerpoint Advisory Group’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	$204K	Buy	+3,384	New	+$194K	0.13%	113
2025 Q3	–	Sell	-5,866	Closed	-$267K	–	110
2025 Q2	$267K	Sell	5,866 -684	-10%	-$29.5K	0.23%	81
2025 Q1	$286K	Sell	6,550 -77	-1%	-$3.54K	0.28%	77
2024 Q4	$310K	Buy	+6,627	New	+$323K	0.3%	67

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

Centerpoint Advisory Group's JPSE Position: Q2 2026 in Review

Centerpoint Advisory Group opened a new position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2026: 3,384 shares worth $204K. The stake represents 0.13% of the portfolio and ranks #113 among its holdings. This is a return to the name: Centerpoint Advisory Group previously reported a position in JPSE as recently as Q2 2025.

Centerpoint Advisory Group first reported a position in JPSE in Q4 2024 and has held it in 4 quarters since. The position peaked at $310K in Q4 2024. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Centerpoint Advisory Group held 3,384 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $204K as of Q2 2026.
JPMorgan Diversified Return US Small Cap Equity ETF was a new Centerpoint Advisory Group position in Q2 2026.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.13% of Centerpoint Advisory Group's portfolio in Q2 2026, its #113 holding.
Centerpoint Advisory Group first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2024 and has held it in 4 quarters since.
Centerpoint Advisory Group's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $310K in Q4 2024.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.