Criterion Capital Advisors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Criterion Capital Advisors’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
2024 Q4	$35.1K	Hold	805	–	–	0.02%	163
2024 Q3	$35.1K	Hold	805	–	–	0.02%	163
2024 Q2	$35.1K	Hold	805	–	–	0.02%	163
2024 Q1	$36.4K	Hold	805	–	–	0.02%	163
2023 Q4	$35.5K	Buy	+805	New	+$32.2K	0.03%	169

Other funds holding JPSE

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Criterion Capital Advisors's JPSE Position: Q4 2024 in Review

Criterion Capital Advisors held its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) position steady in Q4 2024 at 805 shares worth $35.1K. The position accounts for 0.02% of the portfolio, ranked #163.

Criterion Capital Advisors first reported a position in JPSE in Q4 2023 and has held it in 5 quarters since. The position peaked at $36.4K in Q1 2024. 102 funds tracked by Wall St. Rank hold JPSE as of Q4 2024.

Criterion Capital Advisors held 805 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $35.1K as of Q4 2024.
Criterion Capital Advisors left its JPMorgan Diversified Return US Small Cap Equity ETF share count unchanged in Q4 2024.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.02% of Criterion Capital Advisors's portfolio in Q4 2024, its #163 holding.
Criterion Capital Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2023 and has held it in 5 quarters since.
Criterion Capital Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $36.4K in Q1 2024.
102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.