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Herold Advisors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Herold Advisors’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
2021
Q4 		– Sell
-2,565
Closed -$110K – 422
2021
Q3 		$110K Buy
+2,565
New +$111K 0.04% 267

Other funds holding JPSE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Herold Advisors's JPSE Position: Q4 2021 in Review

Herold Advisors sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q4 2021, closing a stake of 2,565 shares — an estimated $110K sold.

Herold Advisors first reported a position in JPSE in Q3 2021 and held it in 1 quarter. The position peaked at $110K in Q3 2021. 40 funds tracked by Wall St. Rank hold JPSE as of Q4 2021.

  • Herold Advisors reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Herold Advisors sold 2,565 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q4 2021, an estimated $110K.
  • Herold Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2021 and held it in 1 quarter.
  • Herold Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $110K in Q3 2021.
  • 40 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q4 2021.

Based on Herold Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.