First Pacific Financial’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

First Pacific Financial’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	$4.26M	Sell	70,723 -1,220	-2%	-$70K	0.51%	37
2026 Q1	$3.77M	Buy	71,943 +286	+0.4%	+$15.2K	0.49%	41
2025 Q4	$3.59M	Buy	71,657 +161	+0.2%	+$8.06K	0.47%	41
2025 Q3	$3.56M	Sell	71,496 -1,970	-3%	-$94.7K	0.49%	40
2025 Q2	$3.34M	Buy	73,466 +1,362	+2%	+$58.8K	0.49%	31
2025 Q1	$3.14M	Sell	72,104 -8,554	-11%	-$393K	0.64%	23
2024 Q4	$3.78M	Sell	80,658 -621	-0.8%	-$30.3K	0.88%	19
2024 Q3	$3.9M	Sell	81,279 -466	-0.6%	-$21.5K	0.91%	19
2024 Q2	$3.56M	Sell	81,745 -1,158	-1%	-$50.8K	0.92%	19
2024 Q1	$3.75M	Sell	82,903 -1,194	-1%	-$51.6K	1.05%	18
2023 Q4	$3.7M	Buy	84,097 +11,621	+16%	+$465K	1.13%	18
2023 Q3	$2.85M	Sell	72,476 -1,206	-2%	-$49.7K	1.27%	11
2023 Q2	$3.02M	Sell	73,682 -2,859	-4%	-$112K	1.28%	11
2023 Q1	$3.05M	Sell	76,541 -1,697	-2%	-$69.2K	1.41%	11
2022 Q4	$3.03M	Sell	78,238 -120	-0.2%	-$4.7K	1.5%	10
2022 Q3	$2.77M	Buy	78,358 +6,027	+8%	+$238K	1.59%	8
2022 Q2	$2.71M	Buy	72,331 +18,121	+33%	+$734K	1.27%	13
2022 Q1	$2.38M	Sell	54,210 -6,981	-11%	-$303K	1.22%	11
2021 Q4	$2.81M	Buy	61,191 +5,373	+10%	+$245K	1.36%	12
2021 Q3	$2.41M	Sell	55,818 -417	-0.7%	-$18.1K	1.28%	10
2021 Q2	$2.5M	Sell	56,235 -2,796	-5%	-$122K	1.38%	8
2021 Q1	$2.5M	Sell	59,031 -1,446	-2%	-$59.2K	1.56%	8
2020 Q4	$2.18M	Sell	60,477 -6,404	-10%	-$209K	1.33%	7
2020 Q3	$1.9M	Buy	+66,881	New	+$1.92M	1.67%	7

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 $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

First Pacific Financial's JPSE Position: Q2 2026 in Review

First Pacific Financial reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 1.7% in Q2 2026, selling an estimated $70K and leaving 70,723 shares worth $4.26M. The position accounts for 0.51% of the portfolio, ranked #37.

First Pacific Financial first reported a position in JPSE in Q3 2020 and has held it in 24 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

First Pacific Financial held 70,723 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $4.26M as of Q2 2026.
First Pacific Financial sold 1,220 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $70K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.51% of First Pacific Financial's portfolio in Q2 2026, its #37 holding.
First Pacific Financial first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2020 and has held it in 24 quarters since.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.