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 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

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 $448M AUM 32.11% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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 $1.09B AUM 23.69% 1-Year Est. Return

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

Hazlett, Burt & Watson's JPSE Position: Q1 2026 in Review

Hazlett, Burt & Watson held its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) position steady in Q1 2026 at 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Hazlett, Burt & Watson first reported a position in JPSE in Q1 2025 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

Hazlett, Burt & Watson held 11 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $1K as of Q1 2026.
Hazlett, Burt & Watson 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 Hazlett, Burt & Watson's portfolio in Q1 2026, its #889 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 5 quarters since.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.