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

Cetera 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
2024
Q1 		$1.09M Buy
24,220
+13,376
+123% +$578K 0.01% 1119
2023
Q4 		$478K Buy
+10,844
New +$434K 0.01% 1151
2019
Q2 		– Sell
-1,292
Closed -$39K – 1133
2019
Q1 		$39K Buy
+1,292
New +$38.4K ﹤0.01% 1002

Other funds holding JPSE

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Advisors's JPSE Position: Q1 2024 in Review

Cetera Advisors increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 123% in Q1 2024, buying an estimated $578K and bringing the position to 24,220 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1119.

Cetera Advisors first reported a position in JPSE in Q1 2019 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold JPSE as of Q1 2024.

  • Cetera Advisors held 24,220 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $1.09M as of Q1 2024.
  • Cetera Advisors bought 13,376 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2024, an estimated $578K.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1119 holding.
  • Cetera Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2019 and has held it in 3 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.