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Fifth Third Securities’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Fifth Third Securities’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
Q1 		$1.77M Buy
33,816
+199
+0.6% +$10.6K 0.11% 163
2025
Q4 		$1.68M Buy
33,617
+1,316
+4% +$65.9K 0.11% 167
2025
Q3 		$1.61M Sell
32,301
-1,518
-4% -$72.9K 0.11% 166
2025
Q2 		$1.54M Buy
33,819
+4,077
+14% +$176K 0.12% 163
2025
Q1 		$1.3M Buy
29,742
+2,589
+10% +$119K 0.11% 167
2024
Q4 		$1.27M Buy
27,153
+2,230
+9% +$109K 0.11% 166
2024
Q3 		$1.2M Sell
24,923
-363
-1% -$16.7K 0.11% 151
2024
Q2 		$1.1M Buy
25,286
+1,365
+6% +$59.9K 0.1% 167
2024
Q1 		$1.08M Buy
23,921
+413
+2% +$17.9K 0.1% 154
2023
Q4 		$1.04M Buy
+23,508
New +$940K 0.11% 147

Other funds holding JPSE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return