Gallacher Capital Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Gallacher Capital Management’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	$905K	Buy	15,047 +1,590	+12%	+$91.2K	0.51%	41
2026 Q1	$706K	Sell	13,457 -2,607	-16%	-$139K	0.27%	108
2025 Q4	$804K	Buy	16,064 +2,402	+18%	+$120K	0.31%	77
2025 Q3	$681K	Sell	13,662 -2,311	-14%	-$111K	0.27%	106
2025 Q2	$727K	Sell	15,973 -328	-2%	-$14.2K	0.34%	58
2025 Q1	$711K	Sell	16,301 -48	-0.3%	-$2.2K	0.35%	52
2024 Q4	$765K	Sell	16,349 -616	-4%	-$30.1K	0.38%	47
2024 Q3	$815K	Sell	16,965 -262	-2%	-$12.1K	0.37%	42
2024 Q2	$751K	Sell	17,227 -872	-5%	-$38.3K	0.4%	47
2024 Q1	$818K	Sell	18,099 -1,624	-8%	-$70.2K	0.42%	41
2023 Q4	$869K	Sell	19,723 -935	-5%	-$37.4K	0.48%	34
2023 Q3	$812K	Sell	20,658 -1,692	-8%	-$69.7K	0.51%	31
2023 Q2	$915K	Buy	22,350 +988	+5%	+$38.8K	0.53%	32
2023 Q1	$851K	Sell	21,362 -1,129	-5%	-$46K	0.51%	32
2022 Q4	$871K	Buy	+22,491	New	+$881K	0.53%	32

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

Gallacher Capital Management's JPSE Position: Q2 2026 in Review

Gallacher Capital Management increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 12% in Q2 2026, buying an estimated $91.2K and bringing the position to 15,047 shares worth $905K. The position accounts for 0.51% of the portfolio, ranked #41.

Gallacher Capital Management first reported a position in JPSE in Q4 2022 and has held it in 15 quarters since. The position peaked at $915K in Q2 2023. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Gallacher Capital Management held 15,047 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $905K as of Q2 2026.
Gallacher Capital Management bought 1,590 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $91.2K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.51% of Gallacher Capital Management's portfolio in Q2 2026, its #41 holding.
Gallacher Capital Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2022 and has held it in 15 quarters since.
Gallacher Capital Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $915K in Q2 2023.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.