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Horizon Investments’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Horizon Investments’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 		$133K Buy
2,544
+1,254
+97% +$66.9K ﹤0.01% 1050
2025
Q4 		$64.6K Buy
1,290
+804
+165% +$40.3K ﹤0.01% 1114
2025
Q3 		$24.2K Buy
+486
New +$23.4K ﹤0.01% 1020

Other funds holding JPSE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Horizon Investments's JPSE Position: Q1 2026 in Review

Horizon Investments increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 97% in Q1 2026, buying an estimated $66.9K and bringing the position to 2,544 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Horizon Investments first reported a position in JPSE in Q3 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

  • Horizon Investments held 2,544 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $133K as of Q1 2026.
  • Horizon Investments bought 1,254 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $66.9K.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1050 holding.
  • Horizon Investments first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.