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

Choice Wealth 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
2025 Q2	–	Sell	-4,618	Closed	-$201K	–	31
2025 Q1	$201K	Hold	4,618	–	–	0.1%	29
2024 Q4	$216K	Hold	4,618	–	–	0.11%	29
2024 Q3	$222K	Sell	4,618 -619	-12%	-$28.5K	0.11%	27
2024 Q2	$228K	Sell	5,237 -184,079	-97%	-$8.08M	0.12%	27
2024 Q1	$8.56M	Buy	189,316 +3,991	+2%	+$173K	5.18%	8
2023 Q4	$8.16M	Buy	185,325 +4,816	+3%	+$193K	5.06%	8
2023 Q3	$7.09M	Buy	180,509 +1,486	+0.8%	+$61.2K	5.01%	8
2023 Q2	$7.33M	Buy	179,023 +18,990	+12%	+$746K	4.99%	8
2023 Q1	$6.38M	Buy	160,033 +5,479	+4%	+$223K	4.64%	8
2022 Q4	$5.99M	Buy	154,554 +8,826	+6%	+$346K	4.49%	8
2022 Q3	$5.16M	Buy	+145,728	New	+$5.75M	4.31%	8

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Choice Wealth Advisors's JPSE Position: Q2 2025 in Review

Choice Wealth Advisors sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2025, closing a stake of 4,618 shares — an estimated $201K sold.

Choice Wealth Advisors first reported a position in JPSE in Q3 2022 and held it in 11 quarters. The position peaked at $8.56M in Q1 2024. 102 funds tracked by Wall St. Rank hold JPSE as of Q2 2025.

Choice Wealth Advisors reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
Choice Wealth Advisors sold 4,618 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2025, an estimated $201K.
Choice Wealth Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2022 and held it in 11 quarters.
Choice Wealth Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $8.56M in Q1 2024.
102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2025.

Based on Choice Wealth Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.