Cetera Advisor Networks’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$252K	Buy	5,576 +985	+21%	+$42.6K	﹤0.01%	2411
2023 Q4	$202K	Buy	+4,591	New	+$184K	﹤0.01%	2534

Other funds holding JPSE

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Advisor Networks's JPSE Position: Q1 2024 in Review

Cetera Advisor Networks increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 21% in Q1 2024, buying an estimated $42.6K and bringing the position to 5,576 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

Cetera Advisor Networks first reported a position in JPSE in Q4 2023 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold JPSE as of Q1 2024.

Cetera Advisor Networks held 5,576 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $252K as of Q1 2024.
Cetera Advisor Networks bought 985 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2024, an estimated $42.6K.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2411 holding.
Cetera Advisor Networks first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2023 and has held it in 2 quarters since.
95 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.