J.W. Cole Advisors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

J.W. Cole 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	$1.91M	Buy	31,825 +89	+0.3%	+$5.1K	0.03%	510
2026 Q1	$1.66M	Buy	31,736 +51	+0.2%	+$2.72K	0.06%	279
2025 Q4	$1.59M	Buy	31,685 +125	+0.4%	+$6.26K	0.04%	475
2025 Q3	$1.57M	Buy	31,560 +15,372	+95%	+$739K	0.03%	550
2025 Q2	$736K	Buy	+16,188	New	+$699K	0.02%	785

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

J.W. Cole Advisors's JPSE Position: Q2 2026 in Review

J.W. Cole Advisors increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.28% in Q2 2026, buying an estimated $5.1K and bringing the position to 31,825 shares worth $1.91M. The position accounts for 0.03% of the portfolio, ranked #510.

J.W. Cole Advisors first reported a position in JPSE in Q2 2025 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

J.W. Cole Advisors held 31,825 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $1.91M as of Q2 2026.
J.W. Cole Advisors bought 89 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $5.1K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #510 holding.
J.W. Cole Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.