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
2026 Q2	$1.02K	Buy	+17	New	+$975	﹤0.01%	2024
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 $1.3B AUM 18.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Financial Designs's JPSE Position: Q2 2026 in Review

Creative Financial Designs opened a new position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2026: 17 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #2024 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in JPSE as recently as Q2 2025.

Creative Financial Designs first reported a position in JPSE in Q2 2023 and has held it in 10 quarters since. The position peaked at $9.6K in Q4 2024. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Creative Financial Designs held 17 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $1.02K as of Q2 2026.
JPMorgan Diversified Return US Small Cap Equity ETF was a new Creative Financial Designs position in Q2 2026.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2024 holding.
Creative Financial Designs first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2023 and has held it in 10 quarters since.
Creative Financial Designs's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $9.6K in Q4 2024.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.