Hill Island Financial’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Hill Island Financial’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
2025 Q1	–	Sell	-14,323	Closed	-$670K	–	67
2024 Q4	$670K	Buy	14,323 +38	+0.3%	+$1.85K	0.2%	40
2024 Q3	$686K	Buy	14,285 +27	+0.2%	+$1.25K	0.21%	34
2024 Q2	$622K	Sell	14,258 -35	-0.2%	-$1.54K	0.2%	34
2024 Q1	$646K	Sell	14,293 -1	-0%	-$43	0.21%	34
2023 Q4	$630K	Buy	14,294 +46	+0.3%	+$1.84K	0.21%	35
2023 Q3	$560K	Buy	14,248 +28	+0.2%	+$1.15K	0.22%	34
2023 Q2	$582K	Buy	14,220 +31	+0.2%	+$1.22K	0.22%	37
2023 Q1	$543K	Buy	14,189 +21	+0.1%	+$856	0.22%	38
2022 Q4	$549K	Buy	+14,168	New	+$555K	0.24%	38

Other funds holding JPSE

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Hill Island Financial's JPSE Position: Q1 2025 in Review

Hill Island Financial sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q1 2025, closing a stake of 14,323 shares — an estimated $670K sold.

Hill Island Financial first reported a position in JPSE in Q4 2022 and held it in 9 quarters. The position peaked at $686K in Q3 2024. 102 funds tracked by Wall St. Rank hold JPSE as of Q1 2025.

Hill Island Financial reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
Hill Island Financial sold 14,323 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2025, an estimated $670K.
Hill Island Financial first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2022 and held it in 9 quarters.
Hill Island Financial's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $686K in Q3 2024.
102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2025.

Based on Hill Island Financial's 13F filing for Q1 2025, filed 22 Apr 2025.