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

Citadel 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
2026 Q2	$206K	Buy	+3,432	New	+$197K	﹤0.01%	11997
2025 Q3	–	Sell	-11,810	Closed	-$537K	–	13466
2025 Q2	$537K	Sell	11,810 -27,766	-70%	-$1.2M	﹤0.01%	8454
2025 Q1	$1.73M	Buy	+39,576	New	+$1.82M	﹤0.01%	5822
2024 Q4	–	Sell	-14,090	Closed	-$677K	–	14962
2024 Q3	$677K	Sell	14,090 -26,081	-65%	-$1.2M	﹤0.01%	7620
2024 Q2	$1.75M	Buy	+40,171	New	+$1.76M	﹤0.01%	5568
2023 Q4	–	Sell	-119,608	Closed	-$4.7M	–	14802
2023 Q3	$4.7M	Buy	+119,608	New	+$4.93M	﹤0.01%	3750
2021 Q4	–	Sell	-11,875	Closed	-$513K	–	14308
2021 Q3	$513K	Sell	11,875 -36,716	-76%	-$1.59M	﹤0.01%	9802
2021 Q2	$2.16M	Buy	+48,591	New	+$2.12M	﹤0.01%	6411
2021 Q1	–	Sell	-37,978	Closed	-$1.37M	–	13474
2020 Q4	$1.37M	Buy	37,978 +29,643	+356%	+$969K	﹤0.01%	6131
2020 Q3	$237K	Buy	+8,335	New	+$239K	﹤0.01%	8545
2020 Q2	–	Sell	-32,824	Closed	-$707K	–	10167
2020 Q1	$707K	Buy	+32,824	New	+$948K	﹤0.01%	5917
2019 Q4	–	Sell	-36,689	Closed	-$1.11M	–	9429
2019 Q3	$1.11M	Buy	+36,689	New	+$1.11M	﹤0.01%	5417

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

Citadel Advisors's JPSE Position: Q2 2026 in Review

Citadel Advisors opened a new position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2026: 3,432 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #11997 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in JPSE as recently as Q2 2025.

Citadel Advisors first reported a position in JPSE in Q3 2019 and has held it in 12 quarters since. The position peaked at $4.7M in Q3 2023. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Citadel Advisors held 3,432 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $206K as of Q2 2026.
JPMorgan Diversified Return US Small Cap Equity ETF was a new Citadel Advisors position in Q2 2026.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #11997 holding.
Citadel Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2019 and has held it in 12 quarters since.
Citadel Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $4.7M in Q3 2023.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.