Gerber Kawasaki Wealth & Investment Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$11.4M	Sell	189,522 -809	-0.4%	-$46.4K	0.3%	54
2026 Q1	$9.98M	Sell	190,331 -5,528	-3%	-$295K	0.32%	57
2025 Q4	$9.81M	Buy	195,859 +2,784	+1%	+$139K	0.34%	58
2025 Q3	$9.62M	Buy	193,075 +4,113	+2%	+$198K	0.33%	56
2025 Q2	$8.6M	Buy	188,962 +3,305	+2%	+$143K	0.33%	57
2025 Q1	$8.09M	Buy	185,657 +8,178	+5%	+$376K	0.36%	56
2024 Q4	$8.31M	Sell	177,479 -285	-0.2%	-$13.9K	0.36%	56
2024 Q3	$8.54M	Buy	177,764 +562	+0.3%	+$25.9K	0.39%	55
2024 Q2	$7.73M	Sell	177,202 -3,171	-2%	-$139K	0.39%	57
2024 Q1	$8.15M	Sell	180,373 -2,463	-1%	-$106K	0.44%	52
2023 Q4	$8.05M	Sell	182,836 -34,056	-16%	-$1.36M	0.48%	48
2023 Q3	$8.52M	Buy	216,892 +6,690	+3%	+$276K	0.58%	41
2023 Q2	$8.61M	Sell	210,202 -109,967	-34%	-$4.32M	0.58%	43
2023 Q1	$12.8M	Buy	320,169 +14,490	+5%	+$591K	1.01%	27
2022 Q4	$11.8M	Buy	+305,679	New	+$12M	1.05%	30

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

Gerber Kawasaki Wealth & Investment Management's JPSE Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.43% in Q2 2026, selling an estimated $46.4K and leaving 189,522 shares worth $11.4M. The position accounts for 0.3% of the portfolio, ranked #54.

Gerber Kawasaki Wealth & Investment Management first reported a position in JPSE in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.8M in Q1 2023. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 189,522 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $11.4M as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 809 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $46.4K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.3% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #54 holding.
Gerber Kawasaki Wealth & Investment 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.
Gerber Kawasaki Wealth & Investment Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $12.8M in Q1 2023.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.