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

Commonwealth Equity Services’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 Q3	$2.46M	Buy	43,646 +191	+0.4%	+$11.3K	﹤0.01%	1881
2026 Q2	$2.61M	Buy	43,455 +1,367	+3%	+$78.4K	﹤0.01%	1884
2026 Q1	$2.21M	Sell	42,088 -630	-1%	-$33.6K	﹤0.01%	1924
2025 Q4	$2.14M	Buy	42,718 +696	+2%	+$34.9K	﹤0.01%	1916
2025 Q3	$2.09M	Sell	42,022 -28,897	-41%	-$1.39M	﹤0.01%	1960
2025 Q2	$3.23M	Buy	70,919 +18,414	+35%	+$795K	﹤0.01%	1649
2025 Q1	$2.29M	Buy	52,505 +4,451	+9%	+$204K	﹤0.01%	1818
2024 Q4	$2.25M	Buy	48,054 +772	+2%	+$37.7K	﹤0.01%	1783
2024 Q3	$2.27M	Sell	47,282 -2,796	-6%	-$129K	﹤0.01%	1721
2024 Q2	$2.18M	Sell	50,078 -3,241	-6%	-$142K	﹤0.01%	1728
2024 Q1	$2.41M	Buy	53,319 +350	+0.7%	+$15.1K	﹤0.01%	1652
2023 Q4	$2.33M	Buy	52,969 +1,713	+3%	+$68.5K	﹤0.01%	1585
2023 Q3	$2.01M	Buy	51,256 +5,941	+13%	+$245K	﹤0.01%	1600
2023 Q2	$1.86M	Buy	45,315 +4,233	+10%	+$166K	﹤0.01%	1671
2023 Q1	$1.64M	Sell	41,082 -22,297	-35%	-$909K	﹤0.01%	1686
2022 Q4	$2.46M	Sell	63,379 -5,125	-7%	-$201K	0.01%	1375
2022 Q3	$2.42M	Sell	68,504 -2,132	-3%	-$84.1K	0.01%	1297
2022 Q2	$2.64M	Buy	70,636 +895	+1%	+$36.2K	0.01%	1253
2022 Q1	$3.06M	Sell	69,741 -3,465	-5%	-$150K	0.01%	1222
2021 Q4	$3.36M	Buy	73,206 +1,669	+2%	+$76K	0.01%	1138
2021 Q3	$3.09M	Sell	71,537 -508	-0.7%	-$22.1K	0.01%	1160
2021 Q2	$3.2M	Buy	72,045 +5,246	+8%	+$229K	0.01%	1118
2021 Q1	$2.83M	Buy	66,799 +19,597	+42%	+$802K	0.01%	1100
2020 Q4	$1.7M	Sell	47,202 -4,599	-9%	-$150K	0.01%	1314
2020 Q3	$1.47M	Sell	51,801 -8,769	-14%	-$252K	0.01%	1268
2020 Q2	$1.64M	Sell	60,570 -6,770	-10%	-$169K	0.01%	1126
2020 Q1	$1.45M	Buy	67,340 +2,204	+3%	+$63.6K	0.01%	1057
2019 Q4	$2.12M	Sell	65,136 -5,711	-8%	-$178K	0.01%	1003
2019 Q3	$2.15M	Buy	70,847 +2,354	+3%	+$71.5K	0.01%	937
2019 Q2	$2.11M	Buy	68,493 +1,505	+2%	+$46K	0.01%	930
2019 Q1	$2.03M	Buy	66,988 +3,395	+5%	+$101K	0.01%	913
2018 Q4	$1.71M	Buy	63,593 +7,563	+13%	+$223K	0.01%	923
2018 Q3	$1.82M	Buy	56,030 +24,176	+76%	+$787K	0.01%	971
2018 Q2	$1M	Buy	31,854 +13,930	+78%	+$426K	0.01%	1279
2018 Q1	$521K	Buy	17,924 +7,061	+65%	+$208K	﹤0.01%	1683
2017 Q4	$322K	Buy	+10,863	New	+$317K	﹤0.01%	2006

Other funds holding JPSE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

Ipsen Advisor Group Little Rock, Arkansas $147M AUM 12.08% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Commonwealth Equity Services's JPSE Position: Q3 2026 in Review

Commonwealth Equity Services increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.44% in Q3 2026, buying an estimated $11.3K and bringing the position to 43,646 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Commonwealth Equity Services first reported a position in JPSE in Q4 2017 and has held it in 36 quarters since. The position peaked at $3.36M in Q4 2021. 62 funds tracked by Wall St. Rank hold JPSE as of Q3 2026.

Commonwealth Equity Services held 43,646 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $2.46M as of Q3 2026.
Commonwealth Equity Services bought 191 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q3 2026, an estimated $11.3K.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #1881 holding.
Commonwealth Equity Services first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2017 and has held it in 36 quarters since.
Commonwealth Equity Services's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $3.36M in Q4 2021.
62 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.