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 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	$1.64K	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	$3.37M	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	$1.65M	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

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 $448M AUM 32.11% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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

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

Commonwealth Equity Services's JPSE Position: Q1 2026 in Review

Commonwealth Equity Services reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 1.5% in Q1 2026, selling an estimated $33.6K and leaving 42,088 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Commonwealth Equity Services first reported a position in JPSE in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.37M in Q4 2021. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

Commonwealth Equity Services held 42,088 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $2.21M as of Q1 2026.
Commonwealth Equity Services sold 630 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $33.6K.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1924 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 34 quarters since.
Commonwealth Equity Services's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $3.37M in Q4 2021.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.