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

Intrua Financial’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	$331K	Hold	5,498	–	–	0.03%	375
2026 Q1	$288K	Hold	5,498	–	–	0.03%	372
2025 Q4	$275K	Hold	5,498	–	–	0.03%	381
2025 Q3	$274K	Hold	5,498	–	–	0.03%	375
2025 Q2	$250K	Hold	5,498	–	–	0.03%	322
2025 Q1	$240K	Sell	5,498 -8	-0.1%	-$367	0.03%	324
2024 Q4	$258K	Hold	5,506	–	–	0.04%	301
2024 Q3	$264K	Hold	5,506	–	–	0.04%	318
2024 Q2	$240K	Hold	5,506	–	–	0.04%	347
2024 Q1	$249K	Hold	5,506	–	–	0.04%	358
2023 Q4	$243K	Buy	5,506 +8	+0.1%	+$320	0.04%	358
2023 Q3	$216K	Hold	5,498	–	–	0.04%	328
2023 Q2	$225K	Buy	+5,498	New	+$216K	0.04%	325

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

Intrua Financial's JPSE Position: Q2 2026 in Review

Intrua Financial held its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) position steady in Q2 2026 at 5,498 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #375.

Intrua Financial first reported a position in JPSE in Q2 2023 and has held it in 13 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Intrua Financial held 5,498 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $331K as of Q2 2026.
Intrua Financial left its JPMorgan Diversified Return US Small Cap Equity ETF share count unchanged in Q2 2026.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.03% of Intrua Financial's portfolio in Q2 2026, its #375 holding.
Intrua Financial first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2023 and has held it in 13 quarters since.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.