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

Family 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
2024
Q3 		$288 Hold
6
– – ﹤0.01% 205
2024
Q2 		$262 Hold
6
– – ﹤0.01% 206
2024
Q1 		$271 Sell
6
-10
-63% -$432 ﹤0.01% 187
2023
Q4 		$705 Buy
+16
New +$640 ﹤0.01% 182

Other funds holding JPSE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Family Asset Management's JPSE Position: Q3 2024 in Review

Family Asset Management held its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) position steady in Q3 2024 at 6 shares worth $288. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Family Asset Management first reported a position in JPSE in Q4 2023 and has held it in 4 quarters since. The position peaked at $705 in Q4 2023. 97 funds tracked by Wall St. Rank hold JPSE as of Q3 2024.

  • Family Asset Management held 6 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $288 as of Q3 2024.
  • Family Asset Management left its JPMorgan Diversified Return US Small Cap Equity ETF share count unchanged in Q3 2024.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Family Asset Management's portfolio in Q3 2024, its #205 holding.
  • Family Asset Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2023 and has held it in 4 quarters since.
  • Family Asset Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $705 in Q4 2023.
  • 97 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.