Daymark Wealth Partners’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Daymark Wealth Partners’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	$212K	Buy	+3,530	New	+$202K	0.01%	744
2024 Q1	–	Sell	-4,757	Closed	-$210K	–	435
2023 Q4	$210K	Sell	4,757 -817	-15%	-$32.7K	0.01%	381
2023 Q3	$219K	Buy	+5,574	New	+$230K	0.02%	350

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

Daymark Wealth Partners's JPSE Position: Q2 2026 in Review

Daymark Wealth Partners opened a new position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2026: 3,530 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: Daymark Wealth Partners previously reported a position in JPSE as recently as Q4 2023.

Daymark Wealth Partners first reported a position in JPSE in Q3 2023 and has held it in 3 quarters since. The position peaked at $219K in Q3 2023. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Daymark Wealth Partners held 3,530 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $212K as of Q2 2026.
JPMorgan Diversified Return US Small Cap Equity ETF was a new Daymark Wealth Partners position in Q2 2026.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #744 holding.
Daymark Wealth Partners first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2023 and has held it in 3 quarters since.
Daymark Wealth Partners's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $219K in Q3 2023.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.