Harbour Investments’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Harbour Investments’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 Q2	$268K	Hold	4,452	–	–	﹤0.01%	1453
2026 Q1	$233K	Buy	+4,452	New	+$237K	﹤0.01%	1451
2024 Q3	–	Sell	-22	Closed	-$966	–	3443
2024 Q2	$966	Hold	22	–	–	﹤0.01%	2996
2024 Q1	$1K	Hold	22	–	–	﹤0.01%	2927
2023 Q4	$976	Hold	22	–	–	﹤0.01%	2831
2023 Q3	$871	Hold	22	–	–	﹤0.01%	2730
2023 Q2	$908	Hold	22	–	–	﹤0.01%	2712
2023 Q1	$883	Hold	22	–	–	﹤0.01%	2709
2022 Q4	$858	Hold	22	–	–	﹤0.01%	2717
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	2599
2022 Q2	$1K	Buy	+22	New	+$891	﹤0.01%	2599
2021 Q4	$1K	Sell	22 -75	-77%	-$3.42K	﹤0.01%	2522
2021 Q3	$4K	Hold	97	–	–	﹤0.01%	3076
2021 Q2	$4K	Hold	97	–	–	﹤0.01%	3142
2021 Q1	$4K	Buy	+97	New	+$3.97K	﹤0.01%	2984

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Harbour Investments's JPSE Position: Q2 2026 in Review

Harbour Investments held its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) position steady in Q2 2026 at 4,452 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Harbour Investments first reported a position in JPSE in Q1 2021 and has held it in 15 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Harbour Investments held 4,452 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $268K as of Q2 2026.
Harbour Investments left its JPMorgan Diversified Return US Small Cap Equity ETF share count unchanged in Q2 2026.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1453 holding.
Harbour Investments first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2021 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 Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.