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Global Retirement Partners’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Global Retirement Partners’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
2024
Q4 		$2.39K Hold
51
– – ﹤0.01% 3001
2024
Q3 		$2.45K Hold
51
– – ﹤0.01% 2869
2024
Q2 		$2.22K Hold
51
– – ﹤0.01% 2932
2024
Q1 		$2.31K Buy
51
+2
+4% +$86 ﹤0.01% 2695
2023
Q4 		$2.07K Buy
49
+17
+53% +$680 ﹤0.01% 2661
2023
Q3 		$1.22K Hold
32
– – ﹤0.01% 2711
2023
Q2 		$1.31K Hold
32
– – ﹤0.01% 2694
2023
Q1 		$1.22K Hold
32
– – ﹤0.01% 2665
2022
Q4 		$1.24K Hold
32
– – ﹤0.01% 2525
2022
Q3 		$1K Buy
+32
New +$1.26K ﹤0.01% 2497

Other funds holding JPSE

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Global Retirement Partners's JPSE Position: Q4 2024 in Review

Global Retirement Partners held its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) position steady in Q4 2024 at 51 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #3001.

Global Retirement Partners first reported a position in JPSE in Q3 2022 and has held it in 10 quarters since. The position peaked at $2.45K in Q3 2024. 102 funds tracked by Wall St. Rank hold JPSE as of Q4 2024.

  • Global Retirement Partners held 51 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $2.39K as of Q4 2024.
  • Global Retirement Partners left its JPMorgan Diversified Return US Small Cap Equity ETF share count unchanged in Q4 2024.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #3001 holding.
  • Global Retirement Partners first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2022 and has held it in 10 quarters since.
  • Global Retirement Partners's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $2.45K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.