Goldman Sachs’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Goldman Sachs’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 Q1	–	Sell	-11,890	Closed	-$595K	–	6763
2025 Q4	$595K	Buy	+11,890	New	+$595K	﹤0.01%	5487
2024 Q3	–	Sell	-12,185	Closed	-$531K	–	5966
2024 Q2	$531K	Sell	12,185 -30,022	-71%	-$1.32M	﹤0.01%	4796
2024 Q1	$1.91M	Buy	+42,207	New	+$1.82M	﹤0.01%	3903
2023 Q4	–	Sell	-13,007	Closed	-$511K	–	5731
2023 Q3	$511K	Sell	13,007 -16,902	-57%	-$696K	﹤0.01%	4648
2023 Q2	$1.23M	Buy	29,909 +9,334	+45%	+$367K	﹤0.01%	4210
2023 Q1	$820K	Buy	20,575 +7,568	+58%	+$308K	﹤0.01%	4522
2022 Q4	$504K	Hold	13,007	–	–	﹤0.01%	4861
2022 Q3	$460K	Hold	13,007	–	–	﹤0.01%	5035
2022 Q2	$487K	Hold	13,007	–	–	﹤0.01%	5097
2022 Q1	$570K	Sell	13,007 -4,379	-25%	-$190K	﹤0.01%	5230
2021 Q4	$799K	Sell	17,386 -3,400	-16%	-$155K	﹤0.01%	5037
2021 Q3	$899K	Sell	20,786 -3,310	-14%	-$144K	﹤0.01%	4830
2021 Q2	$1.07M	Buy	24,096 +5,868	+32%	+$256K	﹤0.01%	4704
2021 Q1	$771K	Hold	18,228	–	–	﹤0.01%	4805
2020 Q4	$657K	Buy	18,228 +1,306	+8%	+$42.7K	﹤0.01%	4454
2020 Q3	$481K	Buy	+16,922	New	+$486K	﹤0.01%	4502

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

HFM

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

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Goldman Sachs's JPSE Position: Q1 2026 in Review

Goldman Sachs sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q1 2026, closing a stake of 11,890 shares — an estimated $595K sold.

Goldman Sachs first reported a position in JPSE in Q3 2020 and held it in 16 quarters. The position peaked at $1.91M in Q1 2024. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

Goldman Sachs reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
Goldman Sachs sold 11,890 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $595K.
Goldman Sachs first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2020 and held it in 16 quarters.
Goldman Sachs's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1.91M in Q1 2024.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.