Farther Finance Advisors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Farther Finance 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
2026 Q3	$113K	Buy	2,010 +1,390	+224%	+$82.4K	﹤0.01%	2762
2026 Q2	$37.3K	Buy	620 +32	+5%	+$1.83K	﹤0.01%	3489
2026 Q1	$31K	Sell	588 -405	-41%	-$21.6K	﹤0.01%	3346
2025 Q4	$49.7K	Sell	993 -1,922	-66%	-$96.3K	﹤0.01%	2822
2025 Q3	$145K	Buy	2,915 +2,912	+97,067%	+$140K	﹤0.01%	1810
2025 Q2	$152	Sell	3 -191	-98%	-$8.25K	﹤0.01%	4251
2025 Q1	$8.48K	Buy	194 +3	+2%	+$138	﹤0.01%	2817
2024 Q4	$8.94K	Hold	191	–	–	﹤0.01%	2428
2024 Q3	$9.17K	Hold	191	–	–	﹤0.01%	2403
2024 Q2	$8.27K	Sell	191 -239	-56%	-$10.5K	﹤0.01%	2153
2024 Q1	$19.3K	Hold	430	–	–	﹤0.01%	1505
2023 Q4	$18.9K	Buy	+430	New	+$17.2K	﹤0.01%	1348

Other funds holding JPSE

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Farther Finance Advisors's JPSE Position: Q3 2026 in Review

Farther Finance Advisors increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 224% in Q3 2026, buying an estimated $82.4K and bringing the position to 2,010 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #2762.

Farther Finance Advisors first reported a position in JPSE in Q4 2023 and has held it in 12 quarters since. The position peaked at $145K in Q3 2025. 6 funds tracked by Wall St. Rank hold JPSE as of Q3 2026.

Farther Finance Advisors held 2,010 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $113K as of Q3 2026.
Farther Finance Advisors bought 1,390 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q3 2026, an estimated $82.4K.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2762 holding.
Farther Finance Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2023 and has held it in 12 quarters since.
Farther Finance Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $145K in Q3 2025.
6 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.