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

IFP 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	$22.2K	Sell	369 -49	-12%	-$2.81K	﹤0.01%	2914
2026 Q1	$21.9K	Buy	418 +1	+0.2%	+$53	﹤0.01%	2726
2025 Q4	$20.9K	Buy	417 +3	+0.7%	+$150	﹤0.01%	2711
2025 Q3	$20.6K	Buy	414 +1	+0.2%	+$48	﹤0.01%	2562
2025 Q2	$18.8K	Sell	413 -9	-2%	-$389	﹤0.01%	2584
2025 Q1	$18.4K	Buy	422 +1	+0.2%	+$46	﹤0.01%	2319
2024 Q4	$19.7K	Buy	421 +13	+3%	+$635	﹤0.01%	2254
2024 Q3	$19.6K	Buy	408 +2	+0.5%	+$92	﹤0.01%	2159
2024 Q2	$17.7K	Buy	406 +1	+0.2%	+$44	﹤0.01%	2135
2024 Q1	$18.3K	Sell	405 -1,777	-81%	-$76.8K	﹤0.01%	2008
2023 Q4	$96.1K	Sell	2,182 -1,700	-44%	-$68K	﹤0.01%	1263
2023 Q3	$153K	Sell	3,882 -104	-3%	-$4.29K	0.01%	1090
2023 Q2	$163K	Buy	3,986 +31	+0.8%	+$1.22K	0.01%	1122
2023 Q1	$123K	Buy	3,955 +74	+2%	+$3.02K	0.01%	1148
2022 Q4	$124K	Sell	3,881 -1,260	-25%	-$49.4K	﹤0.01%	1629
2022 Q3	$162K	Buy	5,141 +730	+17%	+$28.8K	﹤0.01%	1543
2022 Q2	$138K	Hold	4,411	–	–	﹤0.01%	1490
2022 Q1	$138K	Buy	4,411 +4,212	+2,117%	+$183K	﹤0.01%	1490
2021 Q4	$9K	Hold	199	–	–	﹤0.01%	2272
2021 Q3	$9K	Hold	199	–	–	﹤0.01%	2323
2021 Q2	$9K	Buy	+199	New	+$8.68K	﹤0.01%	2255

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

IFP Advisors's JPSE Position: Q2 2026 in Review

IFP Advisors reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 12% in Q2 2026, selling an estimated $2.81K and leaving 369 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2914.

IFP Advisors first reported a position in JPSE in Q2 2021 and has held it in 21 quarters since. The position peaked at $163K in Q2 2023. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

IFP Advisors held 369 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $22.2K as of Q2 2026.
IFP Advisors sold 49 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $2.81K.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2914 holding.
IFP Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2021 and has held it in 21 quarters since.
IFP Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $163K in Q2 2023.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.