Founders Financial Alliance’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Founders Financial Alliance’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	$96.3K	Buy	+1,600	New	+$91.7K	0.01%	503
2022 Q4	–	Sell	-75	Closed	-$3K	–	484
2022 Q3	$3K	Hold	75	–	–	﹤0.01%	453
2022 Q2	$3K	Buy	+75	New	+$3.04K	﹤0.01%	475
2020 Q4	–	Sell	-75	Closed	-$2K	–	857
2020 Q3	$2K	Buy	+75	New	+$2.15K	﹤0.01%	1206

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

Founders Financial Alliance's JPSE Position: Q2 2026 in Review

Founders Financial Alliance opened a new position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2026: 1,600 shares worth $96.3K. The stake represents 0.01% of the portfolio and ranks #503 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in JPSE as recently as Q3 2022.

Founders Financial Alliance first reported a position in JPSE in Q3 2020 and has held it in 4 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Founders Financial Alliance held 1,600 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $96.3K as of Q2 2026.
JPMorgan Diversified Return US Small Cap Equity ETF was a new Founders Financial Alliance position in Q2 2026.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #503 holding.
Founders Financial Alliance first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2020 and has held it in 4 quarters since.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.