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

HighTower 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
2026 Q2	$516K	Sell	8,573 -550	-6%	-$31.5K	﹤0.01%	2713
2026 Q1	$478K	Sell	9,123 -463	-5%	-$24.7K	﹤0.01%	2756
2025 Q4	$480K	Sell	9,586 -26	-0.3%	-$1.3K	﹤0.01%	2658
2025 Q3	$479K	Sell	9,612 -125	-1%	-$6.01K	﹤0.01%	2662
2025 Q2	$443K	Buy	9,737 +4,864	+100%	+$210K	﹤0.01%	2628
2025 Q1	$212K	Sell	4,873 -68	-1%	-$3.12K	﹤0.01%	3131
2024 Q4	$231K	Sell	4,941 -355	-7%	-$17.3K	﹤0.01%	3090
2024 Q3	$255K	Sell	5,296 -1,023	-16%	-$47.2K	﹤0.01%	2939
2024 Q2	$277K	Sell	6,319 -6,436	-50%	-$282K	﹤0.01%	2779
2024 Q1	$574K	Sell	12,755 -674	-5%	-$29.1K	﹤0.01%	2178
2023 Q4	$591K	Sell	13,429 -15	-0.1%	-$600	﹤0.01%	2201
2023 Q3	$528K	Sell	13,444 -87	-0.6%	-$3.58K	﹤0.01%	2200
2023 Q2	$556K	Sell	13,531 -307	-2%	-$12.1K	﹤0.01%	2132
2023 Q1	$551K	Sell	13,838 -9	-0.1%	-$367	﹤0.01%	2048
2022 Q4	$539K	Sell	13,847 -81	-0.6%	-$3.17K	﹤0.01%	2084
2022 Q3	$490K	Sell	13,928 -253	-2%	-$9.98K	﹤0.01%	2046
2022 Q2	$530K	Buy	+14,181	New	+$574K	﹤0.01%	2015
2020 Q1	–	Sell	-24,058	Closed	-$786K	–	2372
2019 Q4	$786K	Sell	24,058 -2,365	-9%	-$73.9K	﹤0.01%	1253
2019 Q3	$803K	Buy	+26,423	New	+$802K	﹤0.01%	1287
2019 Q1	–	Sell	-19,379	Closed	-$521K	–	2364
2018 Q4	$521K	Buy	+19,379	New	+$572K	﹤0.01%	1324

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HighTower Advisors's JPSE Position: Q2 2026 in Review

HighTower Advisors reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 6% in Q2 2026, selling an estimated $31.5K and leaving 8,573 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #2713.

HighTower Advisors first reported a position in JPSE in Q4 2018 and has held it in 20 quarters since. The position peaked at $803K in Q3 2019. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

HighTower Advisors held 8,573 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $516K as of Q2 2026.
HighTower Advisors sold 550 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $31.5K.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2713 holding.
HighTower Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2018 and has held it in 20 quarters since.
HighTower Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $803K in Q3 2019.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.