First Command Advisory Services’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

First Command Advisory Services’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
2023 Q2	–	Sell	-210	Closed	-$8.37K	–	126
2023 Q1	$8.37K	Buy	+210	New	+$8.56K	﹤0.01%	32

Other funds holding JPSE

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

CAWM

Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Command Advisory Services's JPSE Position: Q2 2023 in Review

First Command Advisory Services sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2023, closing a stake of 210 shares — an estimated $8.37K sold.

First Command Advisory Services first reported a position in JPSE in Q1 2023 and held it in 1 quarter. The position peaked at $8.37K in Q1 2023. 80 funds tracked by Wall St. Rank hold JPSE as of Q2 2023.

First Command Advisory Services reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2023 after selling out during the quarter.
First Command Advisory Services sold 210 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2023, an estimated $8.37K.
First Command Advisory Services first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2023 and held it in 1 quarter.
First Command Advisory Services's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $8.37K in Q1 2023.
80 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2023.

Based on First Command Advisory Services's 13F filing for Q2 2023, filed 21 Jul 2023.