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

Interactive Financial 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	$362K	Sell	6,056 -231	-4%	-$13.2K	0.22%	57
2026 Q1	$330K	Buy	6,287 +15	+0.2%	+$800	0.22%	63
2025 Q4	$314K	Sell	6,272 -7,327	-54%	-$367K	0.2%	63
2025 Q3	$677K	Sell	13,599 -2,908	-18%	-$140K	0.37%	42
2025 Q2	$751K	Sell	16,507 -155	-0.9%	-$6.69K	0.37%	43
2025 Q1	$726K	Sell	16,662 -159	-0.9%	-$7.3K	0.38%	43
2024 Q4	$787K	Buy	16,821 +192	+1%	+$9.37K	0.41%	40
2024 Q3	$799K	Buy	16,629 +27	+0.2%	+$1.25K	0.41%	42
2024 Q2	$724K	Buy	16,602 +606	+4%	+$26.6K	0.4%	43
2024 Q1	$723K	Sell	15,996 -50,630	-76%	-$2.19M	0.4%	42
2023 Q4	$5.55M	Buy	66,626 +52,588	+375%	+$2.1M	2.97%	8
2023 Q3	$552K	Sell	14,038 -1,192	-8%	-$49.1K	0.37%	43
2023 Q2	$624K	Buy	15,230 +941	+7%	+$37K	0.42%	46
2023 Q1	$570K	Buy	14,289 +1,172	+9%	+$47.8K	0.37%	48
2022 Q4	$508K	Buy	13,117 +846	+7%	+$33.2K	0.3%	56
2022 Q3	$434K	Buy	12,271 +26	+0.2%	+$1.02K	0.25%	58
2022 Q2	$459K	Sell	12,245 -2,908	-19%	-$118K	0.23%	49
2022 Q1	$685K	Buy	15,153 +4,278	+39%	+$185K	0.32%	51
2021 Q4	$500K	Buy	10,875 +2,826	+35%	+$129K	0.19%	56
2021 Q3	$348K	Buy	8,049 +3,188	+66%	+$138K	0.15%	66
2021 Q2	$216K	Buy	4,861 +1,470	+43%	+$64.1K	0.09%	84
2021 Q1	$143K	Buy	3,391 +1,287	+61%	+$52.7K	0.06%	92
2020 Q4	$76K	Buy	2,104 +1,266	+151%	+$41.4K	0.03%	97
2020 Q3	$24K	Buy	838 +406	+94%	+$11.7K	0.01%	122
2020 Q2	$12K	Buy	432 +383	+782%	+$9.54K	0.01%	128
2020 Q1	$1K	Buy	+49	New	+$1.42K	﹤0.01%	105

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

Interactive Financial Advisors's JPSE Position: Q2 2026 in Review

Interactive Financial Advisors reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 3.7% in Q2 2026, selling an estimated $13.2K and leaving 6,056 shares worth $362K. The position accounts for 0.22% of the portfolio, ranked #57.

Interactive Financial Advisors first reported a position in JPSE in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.55M in Q4 2023. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Interactive Financial Advisors held 6,056 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $362K as of Q2 2026.
Interactive Financial Advisors sold 231 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $13.2K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.22% of Interactive Financial Advisors's portfolio in Q2 2026, its #57 holding.
Interactive Financial Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2020 and has held it in 26 quarters since.
Interactive Financial Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $5.55M in Q4 2023.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.