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

Citigroup’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
2022 Q4	–	Sell	-46	Closed	-$2K	–	5858
2022 Q3	$2K	Hold	46	–	–	﹤0.01%	5507
2022 Q2	$2K	Hold	46	–	–	﹤0.01%	5891
2022 Q1	$2K	Buy	+46	New	+$1.99K	﹤0.01%	6068

Other funds holding JPSE

KOC

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

GKWIM

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return

Citigroup's JPSE Position: Q4 2022 in Review

Citigroup sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q4 2022, closing a stake of 46 shares — an estimated $2K sold.

Citigroup first reported a position in JPSE in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 69 funds tracked by Wall St. Rank hold JPSE as of Q4 2022.

Citigroup reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q4 2022 after selling out during the quarter.
Citigroup sold 46 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q4 2022, an estimated $2K.
Citigroup first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2022 and held it in 3 quarters.
Citigroup's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $2K in Q3 2022.
69 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q4 2022.

Based on Citigroup's 13F filing for Q4 2022, filed 9 Feb 2023.