Ipsen Advisor Group’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Ipsen Advisor 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 Q1	$6.06M	Buy	115,584 +2,556	+2%	+$136K	4.24%	4
2025 Q4	$5.66M	Buy	113,028 +725	+0.6%	+$36.3K	4.02%	5
2025 Q3	$5.59M	Buy	112,303 +1,236	+1%	+$59.4K	4.02%	8
2025 Q2	$5.05M	Buy	111,067 +4,120	+4%	+$178K	3.85%	8
2025 Q1	$4.66M	Buy	106,947 +3,510	+3%	+$161K	4.01%	7
2024 Q4	$4.84M	Buy	+103,437	New	+$5.05M	4.14%	7
2022 Q4	$422K	Buy	+10,888	New	+$427K	0.49%	53

Other funds holding JPSE

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

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

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

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ipsen Advisor Group's JPSE Position: Q1 2026 in Review

Ipsen Advisor Group increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 2.3% in Q1 2026, buying an estimated $136K and bringing the position to 115,584 shares worth $6.06M. The position accounts for 4.24% of the portfolio, ranked #4.

Ipsen Advisor Group first reported a position in JPSE in Q4 2022 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

Ipsen Advisor Group held 115,584 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $6.06M as of Q1 2026.
Ipsen Advisor Group bought 2,556 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $136K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 4.24% of Ipsen Advisor Group's portfolio in Q1 2026, its #4 holding.
Ipsen Advisor Group first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2022 and has held it in 7 quarters since.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.