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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.93M Sell
65,362
-625
-0.9% -$35.8K 1.52% 20
2026
Q1
$3.46M Buy
65,987
+12,520
+23% +$668K 1.54% 20
2025
Q4
$2.68M Buy
53,467
+2,106
+4% +$105K 1.19% 21
2025
Q3
$2.56M Buy
51,361
+1,033
+2% +$49.6K 1.22% 19
2025
Q2
$2.29M Buy
50,328
+2,404
+5% +$104K 1.2% 18
2025
Q1
$2.09M Buy
47,924
+2,445
+5% +$112K 1.29% 18
2024
Q4
$2.13M Buy
45,479
+3,395
+8% +$166K 1.29% 20
2024
Q3
$2.02M Buy
42,084
+1,030
+3% +$47.5K 1.3% 20
2024
Q2
$1.79M Buy
41,054
+1,749
+4% +$76.8K 1.22% 21
2024
Q1
$1.78M Buy
39,305
+3,168
+9% +$137K 1.24% 21
2023
Q4
$1.59M Buy
36,137
+6,423
+22% +$257K 1.13% 19
2023
Q3
$1.17M Buy
29,714
+1,932
+7% +$79.6K 0.77% 27
2023
Q2
$1.14M Buy
27,782
+3,539
+15% +$139K 0.71% 27
2023
Q1
$966K Sell
24,243
-7,584
-24% -$309K 0.42% 28
2022
Q4
$1.23M Buy
+31,827
New +$1.25M 0.81% 27

Other funds holding JPSE

Family Capital Management's JPSE Position: Q2 2026 in Review

Family Capital Management reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.95% in Q2 2026, selling an estimated $35.8K and leaving 65,362 shares worth $3.93M. The position accounts for 1.52% of the portfolio, ranked #20.

Family Capital Management first reported a position in JPSE in Q4 2022 and has held it in 15 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

  • Family Capital Management held 65,362 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $3.93M as of Q2 2026.
  • Family Capital Management sold 625 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $35.8K.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up 1.52% of Family Capital Management's portfolio in Q2 2026, its #20 holding.
  • Family Capital Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.