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Everhart Financial Group’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Everhart Financial Group’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
2025
Q2 		– Sell
-4,611
Closed -$201K – 344
2025
Q1 		$201K Buy
+4,611
New +$212K 0.03% 322

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Everhart Financial Group's JPSE Position: Q2 2025 in Review

Everhart Financial Group sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2025, closing a stake of 4,611 shares — an estimated $201K sold.

Everhart Financial Group first reported a position in JPSE in Q1 2025 and held it in 1 quarter. The position peaked at $201K in Q1 2025. 102 funds tracked by Wall St. Rank hold JPSE as of Q2 2025.

  • Everhart Financial Group reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Everhart Financial Group sold 4,611 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2025, an estimated $201K.
  • Everhart Financial Group first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2025 and held it in 1 quarter.
  • Everhart Financial Group's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $201K in Q1 2025.
  • 102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2025.

Based on Everhart Financial Group's 13F filing for Q2 2025, filed 7 Aug 2025.