Goldstein Advisors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$12.1M Buy
230,661
+2,202
+1% +$117K 1.34% 20
2025
Q4
$11.4M Sell
228,459
-7,860
-3% -$394K 1.3% 19
2025
Q3
$11.8M Sell
236,319
-6,364
-3% -$306K 1.43% 18
2025
Q2
$11M Buy
242,683
+51
+0% +$2.2K 1.48% 17
2025
Q1
$10.6M Buy
242,632
+13,737
+6% +$631K 1.55% 15
2024
Q4
$10.7M Buy
228,895
+8,838
+4% +$431K 1.56% 15
2024
Q3
$10.6M Buy
220,057
+15,428
+8% +$711K 1.61% 15
2024
Q2
$8.92M Buy
204,629
+13,108
+7% +$575K 1.49% 18
2024
Q1
$8.66M Buy
191,521
+16,205
+9% +$701K 1.48% 18
2023
Q4
$7.72M Buy
175,316
+7,772
+5% +$311K 1.3% 18
2023
Q3
$6.58M Buy
167,544
+3,886
+2% +$160K 1.37% 18
2023
Q2
$6.7M Sell
163,658
-1,199
-0.7% -$47.1K 1.4% 18
2023
Q1
$6.57M Sell
164,857
-149,734
-48% -$6.1M 1.44% 20
2022
Q4
$12.2M Buy
+314,591
New +$12.3M 2.95% 11

Other funds holding JPSE

Goldstein Advisors's JPSE Position: Q1 2026 in Review

Goldstein Advisors increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.96% in Q1 2026, buying an estimated $117K and bringing the position to 230,661 shares worth $12.1M. The position accounts for 1.34% of the portfolio, ranked #20.

Goldstein Advisors first reported a position in JPSE in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.2M in Q4 2022. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

  • Goldstein Advisors held 230,661 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $12.1M as of Q1 2026.
  • Goldstein Advisors bought 2,202 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $117K.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up 1.34% of Goldstein Advisors's portfolio in Q1 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 14 quarters since.
  • Goldstein Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $12.2M in Q4 2022.
  • 114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Goldstein Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.