Cornerstone Wealth Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.55M Sell
25,823
-1,098
-4% -$63K 0.07% 258
2026
Q1
$1.41M Sell
26,921
-53
-0.2% -$2.83K 0.07% 245
2025
Q4
$1.35M Sell
26,974
-472
-2% -$23.6K 0.07% 238
2025
Q3
$1.37M Sell
27,446
-1,389
-5% -$66.7K 0.08% 223
2025
Q2
$1.31M Buy
28,835
+1,741
+6% +$75.2K 0.08% 214
2025
Q1
$1.18M Sell
27,094
-1,265
-4% -$58.1K 0.08% 211
2024
Q4
$1.33M Buy
28,359
+6,941
+32% +$339K 0.09% 183
2024
Q3
$1.03M Buy
21,418
+7,300
+52% +$337K 0.07% 216
2024
Q2
$616K Buy
14,118
+407
+3% +$17.9K 0.05% 291
2024
Q1
$620K Sell
13,711
-103
-0.7% -$4.45K 0.05% 291
2023
Q4
$609K Sell
13,814
-82
-0.6% -$3.28K 0.05% 281
2023
Q3
$546K Buy
+13,896
New +$572K 0.05% 280

Other funds holding JPSE

Cornerstone Wealth Management's JPSE Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 4.1% in Q2 2026, selling an estimated $63K and leaving 25,823 shares worth $1.55M. The position accounts for 0.07% of the portfolio, ranked #258.

Cornerstone Wealth Management first reported a position in JPSE in Q3 2023 and has held it in 12 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

  • Cornerstone Wealth Management held 25,823 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $1.55M as of Q2 2026.
  • Cornerstone Wealth Management sold 1,098 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $63K.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up 0.07% of Cornerstone Wealth Management's portfolio in Q2 2026, its #258 holding.
  • Cornerstone Wealth Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • 117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.