HBK Sorce Advisory’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

HBK Sorce Advisory’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	–	Sell	-4,069	Closed	-$223K	–	684
2025 Q4	$223K	Hold	4,069	–	–	0.01%	556
2025 Q3	$205K	Buy	+4,069	New	+$196K	0.01%	574
2023 Q3	–	Sell	-4,886	Closed	-$200K	–	580
2023 Q2	$200K	Buy	+4,886	New	+$192K	0.01%	539

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

HBK Sorce Advisory's JPSE Position: Q1 2026 in Review

HBK Sorce Advisory sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q1 2026, closing a stake of 4,069 shares — an estimated $223K sold.

HBK Sorce Advisory first reported a position in JPSE in Q2 2023 and held it in 3 quarters. The position peaked at $223K in Q4 2025. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

HBK Sorce Advisory reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
HBK Sorce Advisory sold 4,069 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $223K.
HBK Sorce Advisory first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2023 and held it in 3 quarters.
HBK Sorce Advisory's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $223K in Q4 2025.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.