Hantz Financial Services’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Hantz Financial Services’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	$0	Hold	3	–	–	﹤0.01%	2539
2025 Q4	$0	Hold	3	–	–	﹤0.01%	2477
2025 Q3	$0	Hold	3	–	–	﹤0.01%	2397
2025 Q2	$0	Hold	3	–	–	﹤0.01%	2244
2025 Q1	$0	Hold	3	–	–	﹤0.01%	1840
2024 Q4	$0	Hold	3	–	–	﹤0.01%	1157
2024 Q3	$0	Sell	3 -340	-99%	-$15.7K	﹤0.01%	1135
2024 Q2	$15K	Buy	343 +340	+11,333%	+$14.9K	﹤0.01%	753
2024 Q1	$0	Hold	3	–	–	﹤0.01%	1251
2023 Q4	$0	Hold	3	–	–	﹤0.01%	1180
2023 Q3	$0	Hold	3	–	–	﹤0.01%	1151
2023 Q2	$0	Hold	3	–	–	﹤0.01%	1131
2023 Q1	$0	Hold	3	–	–	﹤0.01%	1161
2022 Q4	$0	Buy	+3	New	+$118	﹤0.01%	1121

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 $900M AUM 17.81% 1-Year Est. Return

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

Hantz Financial Services's JPSE Position: Q1 2026 in Review

Hantz Financial Services held its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) position steady in Q1 2026 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2539.

Hantz Financial Services first reported a position in JPSE in Q4 2022 and has held it in 14 quarters since. The position peaked at $15K in Q2 2024. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

Hantz Financial Services held 3 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $0 as of Q1 2026.
Hantz Financial Services left its JPMorgan Diversified Return US Small Cap Equity ETF share count unchanged in Q1 2026.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #2539 holding.
Hantz Financial Services first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2022 and has held it in 14 quarters since.
Hantz Financial Services's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $15K in Q2 2024.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.