Creative Financial Designs’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Creative Financial Designs’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	-54	Closed	-$2.46K	–	2099
2025 Q2	$2.46K	Hold	54	–	–	﹤0.01%	1652
2025 Q1	$2.35K	Sell	54 -151	-74%	-$6.93K	﹤0.01%	1641
2024 Q4	$9.6K	Buy	205 +151	+280%	+$7.37K	﹤0.01%	1264
2024 Q3	$2.59K	Hold	54	–	–	﹤0.01%	1502
2024 Q2	$2.35K	Hold	54	–	–	﹤0.01%	1462
2024 Q1	$2.44K	Hold	54	–	–	﹤0.01%	1459
2023 Q4	$2.38K	Hold	54	–	–	﹤0.01%	1404
2023 Q3	$2.12K	Hold	54	–	–	﹤0.01%	1334
2023 Q2	$2.21K	Buy	+54	New	+$2.12K	﹤0.01%	1304

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

Creative Financial Designs's JPSE Position: Q3 2025 in Review

Creative Financial Designs sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q3 2025, closing a stake of 54 shares — an estimated $2.46K sold.

Creative Financial Designs first reported a position in JPSE in Q2 2023 and held it in 9 quarters. The position peaked at $9.6K in Q4 2024. 102 funds tracked by Wall St. Rank hold JPSE as of Q3 2025.

Creative Financial Designs reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
Creative Financial Designs sold 54 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q3 2025, an estimated $2.46K.
Creative Financial Designs first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2023 and held it in 9 quarters.
Creative Financial Designs's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $9.6K in Q4 2024.
102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2025.

Based on Creative Financial Designs's 13F filing for Q3 2025, filed 12 Nov 2025.