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
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 $1.19B AUM 15.91% 1-Year Est. Return

RJFSA

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

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

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

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

GKWIM

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

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

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

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

CAWM

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

Founders Financial Alliance's JPSE Position: Q4 2022 in Review

Founders Financial Alliance sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q4 2022, closing a stake of 75 shares — an estimated $3K sold.

Founders Financial Alliance first reported a position in JPSE in Q3 2020 and held it in 3 quarters. The position peaked at $3K in Q3 2022. 69 funds tracked by Wall St. Rank hold JPSE as of Q4 2022.

Founders Financial Alliance reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q4 2022 after selling out during the quarter.
Founders Financial Alliance sold 75 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q4 2022, an estimated $3K.
Founders Financial Alliance first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2020 and held it in 3 quarters.
Founders Financial Alliance's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $3K in Q3 2022.
69 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q4 2022.

Based on Founders Financial Alliance's 13F filing for Q4 2022, filed 15 Feb 2023.