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

Cetera Investment Advisers’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	$3.22M	Sell	53,531 -25	-0%	-$1.43K	﹤0.01%	1969
2026 Q1	$2.81M	Buy	53,556 +1,186	+2%	+$63.2K	﹤0.01%	1965
2025 Q4	$2.62M	Buy	52,370 +771	+1%	+$38.6K	﹤0.01%	1985
2025 Q3	$2.57M	Buy	51,599 +549	+1%	+$26.4K	﹤0.01%	1960
2025 Q2	$2.32M	Buy	51,050 +3,673	+8%	+$159K	﹤0.01%	1737
2025 Q1	$2.07M	Buy	47,377 +2,333	+5%	+$107K	﹤0.01%	1727
2024 Q4	$2.11M	Sell	45,044 -1,379	-3%	-$67.3K	﹤0.01%	1606
2024 Q3	$2.23M	Buy	46,423 +10,743	+30%	+$495K	﹤0.01%	1553
2024 Q2	$1.56M	Buy	35,680 +5,884	+20%	+$258K	﹤0.01%	1761
2024 Q1	$1.35M	Buy	+29,796	New	+$1.29M	﹤0.01%	1842
2022 Q1	–	Sell	-4,853	Closed	-$223K	–	1940
2021 Q4	$223K	Sell	4,853 -2,072	-30%	-$94.4K	﹤0.01%	1657
2021 Q3	$299K	Sell	6,925 -555	-7%	-$24.1K	﹤0.01%	1444
2021 Q2	$332K	Sell	7,480 -396	-5%	-$17.3K	0.01%	1353
2021 Q1	$333K	Sell	7,876 -995	-11%	-$40.7K	0.01%	1201
2020 Q4	$320K	Buy	+8,871	New	+$290K	0.01%	1203

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

Cetera Investment Advisers's JPSE Position: Q2 2026 in Review

Cetera Investment Advisers reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.05% in Q2 2026, selling an estimated $1.43K and leaving 53,531 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

Cetera Investment Advisers first reported a position in JPSE in Q4 2020 and has held it in 15 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Cetera Investment Advisers held 53,531 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $3.22M as of Q2 2026.
Cetera Investment Advisers sold 25 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $1.43K.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1969 holding.
Cetera Investment Advisers first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2020 and has held it in 15 quarters since.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.