Financial Engines Advisors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
Bought
Maintained
Sold
Other funds holding JPSE
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HFM
AWM
GA
Financial Engines Advisors's JPSE Position: Q1 2026 in Review
Financial Engines Advisors reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 4.7% in Q1 2026, selling an estimated $60.4K and leaving 23,210 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #276.
Financial Engines Advisors first reported a position in JPSE in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.23M in Q3 2025. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.
- Financial Engines Advisors held 23,210 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $1.22M as of Q1 2026.
- Financial Engines Advisors sold 1,133 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $60.4K.
- JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #276 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 4 quarters since.
- Financial Engines Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1.23M in Q3 2025.
- 114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.
Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.