HFM
JPSE icon

Hartford Financial Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Hartford Financial Management’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 		$19.4M Sell
322,294
-6,811
-2% -$391K 4.33% 4
2026
Q1 		$17.3M Sell
329,105
-4,283
-1% -$228K 4.4% 2
2025
Q4 		$16.7M Buy
333,388
+12,394
+4% +$621K 4.34% 4
2025
Q3 		$16M Buy
320,994
+5,661
+2% +$272K 4.23% 4
2025
Q2 		$14.3M Buy
315,333
+155,815
+98% +$6.73M 3.92% 2
2025
Q1 		$6.95M Sell
159,518
-1,522
-0.9% -$69.9K 1.44% 15
2024
Q4 		$7.54M Sell
161,040
-903
-0.6% -$44.1K 1.54% 12
2024
Q3 		$7.78M Buy
161,943
+336
+0.2% +$15.5K 1.59% 11
2024
Q2 		$7.05M Sell
161,607
-724
-0.4% -$31.8K 1.51% 13
2024
Q1 		$7.34M Sell
162,331
-29
-0% -$1.25K 1.55% 14
2023
Q4 		$7.15M Sell
162,360
-1,704
-1% -$68.2K 1.62% 11
2023
Q3 		$6.45M Sell
164,064
-754
-0.5% -$31.1K 1.65% 11
2023
Q2 		$6.75M Sell
164,818
-794
-0.5% -$31.2K 1.67% 10
2023
Q1 		$6.6M Buy
165,612
+175
+0.1% +$7.13K 1.71% 7
2022
Q4 		$6.41M Sell
165,437
-12,043
-7% -$472K 1.7% 10
2022
Q3 		$6.28M Sell
177,480
-5,223
-3% -$206K 1.85% 7
2022
Q2 		$6.84M Sell
182,703
-1,416
-0.8% -$57.3K 1.9% 5
2022
Q1 		$8.07M Buy
184,119
+3,502
+2% +$152K 1.95% 6
2021
Q4 		$8.3M Sell
180,617
-1,009
-0.6% -$46K 1.93% 8
2021
Q3 		$7.85M Buy
181,626
+1,531
+0.9% +$66.5K 2% 6
2021
Q2 		$7.99M Buy
180,095
+1,818
+1% +$79.3K 1.98% 6
2021
Q1 		$7.54M Sell
178,277
-486
-0.3% -$19.9K 1.87% 9
2020
Q4 		$6.44M Buy
178,763
+763
+0.4% +$24.9K 1.71% 9
2020
Q3 		$5.06M Sell
178,000
-1,041
-0.6% -$29.9K 1.5% 17
2020
Q2 		$4.86M Buy
179,041
+45,087
+34% +$1.12M 1.55% 14
2020
Q1 		$2.89M Buy
+133,954
New +$3.87M 1.15% 25

Other funds holding JPSE

AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
IAG
Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Hartford Financial Management's JPSE Position: Q2 2026 in Review

Hartford Financial Management reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 2.1% in Q2 2026, selling an estimated $391K and leaving 322,294 shares worth $19.4M. The position accounts for 4.33% of the portfolio, ranked #4.

Hartford Financial Management first reported a position in JPSE in Q1 2020 and has held it in 26 quarters since. 51 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

  • Hartford Financial Management held 322,294 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $19.4M as of Q2 2026.
  • Hartford Financial Management sold 6,811 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $391K.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up 4.33% of Hartford Financial Management's portfolio in Q2 2026, its #4 holding.
  • Hartford Financial Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2020 and has held it in 26 quarters since.
  • 51 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.