Financial Engines Advisors’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
$1.42M Buy
23,531
+321
+1% +$18.4K ﹤0.01% 275
2026
Q1
$1.22M Sell
23,210
-1,133
-5% -$60.4K ﹤0.01% 276
2025
Q4
$1.22M Sell
24,343
-343
-1% -$17.2K ﹤0.01% 291
2025
Q3
$1.23M Sell
24,686
-1,774
-7% -$85.3K ﹤0.01% 283
2025
Q2
$1.2M Buy
+26,460
New +$1.14M ﹤0.01% 273

Other funds holding JPSE

Financial Engines Advisors's JPSE Position: Q2 2026 in Review

Financial Engines Advisors increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 1.4% in Q2 2026, buying an estimated $18.4K and bringing the position to 23,531 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Financial Engines Advisors first reported a position in JPSE in Q2 2025 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

  • Financial Engines Advisors held 23,531 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $1.42M as of Q2 2026.
  • Financial Engines Advisors bought 321 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $18.4K.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #275 holding.
  • Financial Engines Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.