Eaton Financial Holdings’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Eaton Financial Holdings’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
2023 Q2	–	Sell	-168,604	Closed	-$6.72M	–	56
2023 Q1	$6.72M	Buy	168,604 +75,509	+81%	+$3.08M	5.26%	4
2022 Q4	$3.61M	Buy	+93,095	New	+$3.65M	3.08%	6

Other funds holding JPSE

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

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

CAWM

Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

GKWIM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Eaton Financial Holdings's JPSE Position: Q2 2023 in Review

Eaton Financial Holdings sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2023, closing a stake of 168,604 shares — an estimated $6.72M sold.

Eaton Financial Holdings first reported a position in JPSE in Q4 2022 and held it in 2 quarters. The position peaked at $6.72M in Q1 2023. 80 funds tracked by Wall St. Rank hold JPSE as of Q2 2023.

Eaton Financial Holdings reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2023 after selling out during the quarter.
Eaton Financial Holdings sold 168,604 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2023, an estimated $6.72M.
Eaton Financial Holdings first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2022 and held it in 2 quarters.
Eaton Financial Holdings's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $6.72M in Q1 2023.
80 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2023.

Based on Eaton Financial Holdings's 13F filing for Q2 2023, filed 11 Aug 2023.