Financial Advocates Investment Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Financial Advocates Investment 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
2025 Q3	$215K	Sell	4,314 -90,710	-95%	-$4.36M	0.12%	101
2025 Q2	$4.32M	Sell	95,024 -45,596	-32%	-$1.97M	0.35%	60
2025 Q1	$6.13M	Buy	140,620 +366	+0.3%	+$16.8K	0.43%	48
2024 Q4	$6.57M	Sell	140,254 -14,655	-9%	-$715K	0.37%	57
2024 Q3	$7.44M	Buy	154,909 +1,737	+1%	+$80.1K	0.42%	54
2024 Q2	$6.68M	Buy	153,172 +34,700	+29%	+$1.52M	0.41%	50
2024 Q1	$5.35M	Buy	+118,472	New	+$5.12M	0.31%	79

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Financial Advocates Investment Management's JPSE Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 95% in Q3 2025, selling an estimated $4.36M and leaving 4,314 shares worth $215K. The position accounts for 0.12% of the portfolio, ranked #101.

Financial Advocates Investment Management first reported a position in JPSE in Q1 2024 and has held it in 7 quarters since. The position peaked at $7.44M in Q3 2024. 102 funds tracked by Wall St. Rank hold JPSE as of Q3 2025.

Financial Advocates Investment Management held 4,314 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $215K as of Q3 2025.
Financial Advocates Investment Management sold 90,710 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q3 2025, an estimated $4.36M.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.12% of Financial Advocates Investment Management's portfolio in Q3 2025, its #101 holding.
Financial Advocates Investment Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2024 and has held it in 7 quarters since.
Financial Advocates Investment Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $7.44M in Q3 2024.
102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.