Golden State Wealth Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Golden State Wealth 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
2025 Q2	–	Sell	-273	Closed	-$11.9K	–	1622
2025 Q1	$11.9K	Hold	273	–	–	﹤0.01%	949
2024 Q4	$12.8K	Buy	+273	New	+$13.3K	﹤0.01%	895

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Golden State Wealth Management's JPSE Position: Q2 2025 in Review

Golden State Wealth Management sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2025, closing a stake of 273 shares — an estimated $11.9K sold.

Golden State Wealth Management first reported a position in JPSE in Q4 2024 and held it in 2 quarters. The position peaked at $12.8K in Q4 2024. 102 funds tracked by Wall St. Rank hold JPSE as of Q2 2025.

Golden State Wealth Management reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
Golden State Wealth Management sold 273 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2025, an estimated $11.9K.
Golden State Wealth Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2024 and held it in 2 quarters.
Golden State Wealth Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $12.8K in Q4 2024.
102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.