Focus Partners Wealth’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Focus Partners Wealth’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	$448K	Sell	7,440 -593	-7%	-$34K	﹤0.01%	2022
2026 Q1	$421K	Hold	8,033	–	–	﹤0.01%	2017
2025 Q4	$402K	Buy	8,033 +518	+7%	+$25.9K	﹤0.01%	2051
2025 Q3	$374K	Sell	7,515 -120	-2%	-$5.77K	﹤0.01%	1732
2025 Q2	$347K	Sell	7,635 -924	-11%	-$39.9K	﹤0.01%	1602
2025 Q1	$373K	Sell	8,559 -450	-5%	-$20.7K	﹤0.01%	1478
2024 Q4	$422K	Buy	9,009 +149	+2%	+$7.27K	﹤0.01%	1401
2024 Q3	$426K	Buy	+8,860	New	+$409K	﹤0.01%	1201

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

Focus Partners Wealth's JPSE Position: Q2 2026 in Review

Focus Partners Wealth reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 7.4% in Q2 2026, selling an estimated $34K and leaving 7,440 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

Focus Partners Wealth first reported a position in JPSE in Q3 2024 and has held it in 8 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Focus Partners Wealth held 7,440 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $448K as of Q2 2026.
Focus Partners Wealth sold 593 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $34K.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2022 holding.
Focus Partners Wealth first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2024 and has held it in 8 quarters since.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.