Goldstein Advisors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
Bought
Maintained
Sold
Other funds holding JPSE
SFC
Goldstein Advisors's JPSE Position: Q3 2026 in Review
Goldstein Advisors reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.18% in Q3 2026, selling an estimated $25.2K and leaving 230,303 shares worth $13M. The position accounts for 1.15% of the portfolio, ranked #20.
Goldstein Advisors first reported a position in JPSE in Q4 2022 and has held it in 16 quarters since. The position peaked at $13.9M in Q2 2026. 27 funds tracked by Wall St. Rank hold JPSE as of Q3 2026.
- Goldstein Advisors held 230,303 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $13M as of Q3 2026.
- Goldstein Advisors sold 425 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q3 2026, an estimated $25.2K.
- JPMorgan Diversified Return US Small Cap Equity ETF made up 1.15% of Goldstein Advisors's portfolio in Q3 2026, its #20 holding.
- Goldstein Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2022 and has held it in 16 quarters since.
- Goldstein Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $13.9M in Q2 2026.
- 27 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2026.
Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.