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Financial Solutions Advisory Group’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Financial Solutions Advisory Group’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
Q2 		$8.67M Sell
145,788
-1,085
-0.7% -$62.2K 1.1% 17
2026
Q1 		$7.7M Buy
+146,873
New +$7.83M 1.06% 18

Other funds holding JPSE

GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
QFP
Quantum Financial Partners Overland Park, Kansas $196M AUM
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Financial Solutions Advisory Group's JPSE Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.74% in Q2 2026, selling an estimated $62.2K and leaving 145,788 shares worth $8.67M. The position accounts for 1.1% of the portfolio, ranked #17.

Financial Solutions Advisory Group first reported a position in JPSE in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

  • Financial Solutions Advisory Group held 145,788 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $8.67M as of Q2 2026.
  • Financial Solutions Advisory Group sold 1,085 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $62.2K.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up 1.1% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #17 holding.
  • Financial Solutions Advisory Group first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.