EverSource Wealth Advisors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

EverSource Wealth 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
2023 Q2	–	Sell	-240	Closed	-$9.57K	–	2548
2023 Q1	$9.57K	Hold	240	–	–	﹤0.01%	1382
2022 Q4	$9.3K	Buy	+240	New	+$9.41K	﹤0.01%	1359

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 $745M AUM 17.56% 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

EverSource Wealth Advisors's JPSE Position: Q2 2023 in Review

EverSource Wealth Advisors sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2023, closing a stake of 240 shares — an estimated $9.57K sold.

EverSource Wealth Advisors first reported a position in JPSE in Q4 2022 and held it in 2 quarters. The position peaked at $9.57K in Q1 2023. 80 funds tracked by Wall St. Rank hold JPSE as of Q2 2023.

EverSource Wealth Advisors reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 240 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2023, an estimated $9.57K.
EverSource Wealth Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2022 and held it in 2 quarters.
EverSource Wealth Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $9.57K 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 EverSource Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.