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
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 $1.19B 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

HFM

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

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

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Citadel Advisors's JPSE Position: Q3 2025 in Review

Citadel Advisors sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q3 2025, closing a stake of 11,810 shares — an estimated $537K sold.

Citadel Advisors first reported a position in JPSE in Q3 2019 and held it in 11 quarters. The position peaked at $4.7M in Q3 2023. 102 funds tracked by Wall St. Rank hold JPSE as of Q3 2025.

Citadel Advisors reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
Citadel Advisors sold 11,810 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q3 2025, an estimated $537K.
Citadel Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2019 and held it in 11 quarters.
Citadel Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $4.7M in Q3 2023.
102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2025.

Based on Citadel Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.