Hazlett, Burt & Watson’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Hazlett, Burt & Watson’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 Q3	$1K	Hold	11	–	–	﹤0.01%	878
2026 Q2	$1K	Hold	11	–	–	﹤0.01%	880
2026 Q1	$1K	Hold	11	–	–	﹤0.01%	889
2025 Q4	$1K	Hold	11	–	–	﹤0.01%	898
2025 Q3	$1K	Hold	11	–	–	﹤0.01%	853
2025 Q2	$1K	Hold	11	–	–	﹤0.01%	769
2025 Q1	$0	Buy	+11	New	+$505	﹤0.01%	818

Other funds holding JPSE

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

Ipsen Advisor Group Little Rock, Arkansas $147M AUM 12.08% 1-Year Est. Return

Hazlett, Burt & Watson's JPSE Position: Q3 2026 in Review

Hazlett, Burt & Watson held its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) position steady in Q3 2026 at 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Hazlett, Burt & Watson first reported a position in JPSE in Q1 2025 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold JPSE as of Q3 2026.

Hazlett, Burt & Watson held 11 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $1K as of Q3 2026.
Hazlett, Burt & Watson left its JPMorgan Diversified Return US Small Cap Equity ETF share count unchanged in Q3 2026.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #878 holding.
Hazlett, Burt & Watson first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2025 and has held it in 7 quarters since.
71 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.