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Independent Financial Group’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Independent Financial Group’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 		$802K Buy
13,336
+408
+3% +$23.4K 0.02% 783
2026
Q1 		$678K Sell
12,928
-120
-0.9% -$6.4K 0.02% 780
2025
Q4 		$653K Sell
13,048
-273
-2% -$13.7K 0.01% 772
2025
Q3 		$664K Sell
13,321
-1,467
-10% -$70.5K 0.02% 737
2025
Q2 		$673K Buy
14,788
+1,275
+9% +$55K 0.02% 670
2025
Q1 		$589K Hold
13,513
– – 0.02% 650
2024
Q4 		$633K Buy
13,513
+93
+0.7% +$4.54K 0.02% 621
2024
Q3 		$645K Buy
13,420
+422
+3% +$19.5K 0.02% 569
2024
Q2 		$567K Hold
12,998
– – 0.02% 562
2024
Q1 		$588K Hold
12,998
– – 0.03% 531
2023
Q4 		$573K Buy
12,998
+1,617
+14% +$64.7K 0.03% 516
2023
Q3 		$447K Buy
11,381
+417
+4% +$17.2K 0.03% 531
2023
Q2 		$449K Sell
10,964
-13
-0.1% -$511 0.03% 502
2023
Q1 		$438K Hold
10,977
– – 0.04% 487
2022
Q4 		$425K Sell
10,977
-693
-6% -$27.2K 0.04% 460
2022
Q3 		$413K Buy
11,670
+352
+3% +$13.9K 0.04% 447
2022
Q2 		$424K Buy
11,318
+320
+3% +$13K 0.05% 419
2022
Q1 		$482K Buy
+10,998
New +$477K 0.04% 439

Other funds holding JPSE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 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 $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Independent Financial Group's JPSE Position: Q2 2026 in Review

Independent Financial Group increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 3.2% in Q2 2026, buying an estimated $23.4K and bringing the position to 13,336 shares worth $802K. The position accounts for 0.02% of the portfolio, ranked #783.

Independent Financial Group first reported a position in JPSE in Q1 2022 and has held it in 18 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

  • Independent Financial Group held 13,336 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $802K as of Q2 2026.
  • Independent Financial Group bought 408 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $23.4K.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #783 holding.
  • Independent Financial Group first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • 117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.