Institutional & Family Asset Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Institutional & Family Asset Management’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
2023 Q2	–	Sell	-93	Closed	-$3.71K	–	775
2023 Q1	$3.71K	Buy	+93	New	+$3.79K	﹤0.01%	511

Other funds holding JPSE

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

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

CAWM

Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

GKWIM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Institutional & Family Asset Management's JPSE Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2023, closing a stake of 93 shares — an estimated $3.71K sold.

Institutional & Family Asset Management first reported a position in JPSE in Q1 2023 and held it in 1 quarter. The position peaked at $3.71K in Q1 2023. 80 funds tracked by Wall St. Rank hold JPSE as of Q2 2023.

Institutional & Family Asset Management reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 93 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2023, an estimated $3.71K.
Institutional & Family Asset Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2023 and held it in 1 quarter.
Institutional & Family Asset Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $3.71K in Q1 2023.
80 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.