Goldstein Advisors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
Bought
Maintained
Sold
Other funds holding JPSE
KOC
HFM
AWM
Goldstein Advisors's JPSE Position: Q2 2026 in Review
Goldstein Advisors increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.03% in Q2 2026, buying an estimated $3.84K and bringing the position to 230,728 shares worth $13.9M. The position accounts for 1.27% of the portfolio, ranked #19.
Goldstein Advisors first reported a position in JPSE in Q4 2022 and has held it in 15 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.
- Goldstein Advisors held 230,728 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $13.9M as of Q2 2026.
- Goldstein Advisors bought 67 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $3.84K.
- JPMorgan Diversified Return US Small Cap Equity ETF made up 1.27% of Goldstein Advisors's portfolio in Q2 2026, its #19 holding.
- Goldstein Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2022 and has held it in 15 quarters since.
- 117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.
Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.