Envestnet Asset Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Envestnet Asset Management’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	$9.96M	Buy	165,572 +36,912	+29%	+$2.12M	﹤0.01%	1953
2026 Q1	$6.75M	Sell	128,660 -66,194	-34%	-$3.53M	﹤0.01%	2102
2025 Q4	$9.76M	Sell	194,854 -1,583	-0.8%	-$79.3K	﹤0.01%	1703
2025 Q3	$9.78M	Buy	196,437 +74,870	+62%	+$3.6M	﹤0.01%	1783
2025 Q2	$5.53M	Sell	121,567 -5,379	-4%	-$232K	﹤0.01%	2136
2025 Q1	$5.53M	Sell	126,946 -7,140	-5%	-$328K	﹤0.01%	2051
2024 Q4	$6.28M	Sell	134,086 -4,547	-3%	-$222K	﹤0.01%	1952
2024 Q3	$6.66M	Buy	138,633 +4,322	+3%	+$199K	﹤0.01%	1915
2024 Q2	$5.86M	Buy	134,311 +35,230	+36%	+$1.55M	﹤0.01%	1916
2024 Q1	$4.48M	Buy	99,081 +66,515	+204%	+$2.88M	﹤0.01%	2060
2023 Q4	$1.43M	Sell	32,566 -2,061	-6%	-$82.5K	﹤0.01%	2667
2023 Q3	$1.36M	Buy	34,627 +19,206	+125%	+$791K	﹤0.01%	2593
2023 Q2	$632K	Buy	15,421 +4,389	+40%	+$172K	﹤0.01%	3082
2023 Q1	$440K	Buy	11,032 +3,366	+44%	+$137K	﹤0.01%	3227
2022 Q4	$297K	Buy	7,666 +1,306	+21%	+$51.2K	﹤0.01%	3432
2022 Q3	$225K	Buy	+6,360	New	+$251K	﹤0.01%	3518
2022 Q1	–	Sell	-27,381	Closed	-$1.26M	–	3999
2021 Q4	$1.26M	Sell	27,381 -100,495	-79%	-$4.58M	﹤0.01%	2472
2021 Q3	$5.53M	Sell	127,876 -72,567	-36%	-$3.15M	﹤0.01%	1477
2021 Q2	$8.9M	Sell	200,443 -81,083	-29%	-$3.54M	0.01%	1201
2021 Q1	$11.9M	Sell	281,526 -41,576	-13%	-$1.7M	0.01%	955
2020 Q4	$11.6M	Sell	323,102 -5,432	-2%	-$178K	0.01%	838
2020 Q3	$9.34M	Sell	328,534 -11,519	-3%	-$331K	0.01%	845
2020 Q2	$9.24M	Sell	340,053 -16,302	-5%	-$406K	0.01%	810
2020 Q1	$7.68M	Sell	356,355 -11,210	-3%	-$324K	0.01%	786
2019 Q4	$12M	Buy	367,565 +168,896	+85%	+$5.28M	0.01%	728
2019 Q3	$6.02M	Buy	198,669 +11,053	+6%	+$336K	0.01%	976
2019 Q2	$5.79M	Sell	187,616 -22,187	-11%	-$678K	0.01%	975
2019 Q1	$6.36M	Sell	209,803 -9,228	-4%	-$274K	0.01%	887
2018 Q4	$5.88M	Buy	219,031 +10,178	+5%	+$300K	0.01%	809
2018 Q3	$6.8M	Buy	+208,853	New	+$6.8M	0.01%	363

Other funds holding JPSE

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

KFSN

Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

IAG

Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CAWM

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

Envestnet Asset Management's JPSE Position: Q2 2026 in Review

Envestnet Asset Management increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 29% in Q2 2026, buying an estimated $2.12M and bringing the position to 165,572 shares worth $9.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Envestnet Asset Management first reported a position in JPSE in Q3 2018 and has held it in 30 quarters since. The position peaked at $12M in Q4 2019. 62 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Envestnet Asset Management held 165,572 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $9.96M as of Q2 2026.
Envestnet Asset Management bought 36,912 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $2.12M.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1953 holding.
Envestnet Asset Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2018 and has held it in 30 quarters since.
Envestnet Asset Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $12M in Q4 2019.
62 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.