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Go Invest LLC’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Go Invest LLC’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 		$629K Sell
10,462
-496
-5% -$28.4K 0.15% 21
2026
Q1 		$575K Buy
10,958
+1,615
+17% +$86.1K 0.16% 21
2025
Q4 		$468K Buy
+9,343
New +$468K 0.15% 21

Other funds holding JPSE

HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
IAG
Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Go Invest LLC's JPSE Position: Q2 2026 in Review

Go Invest LLC reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 4.5% in Q2 2026, selling an estimated $28.4K and leaving 10,462 shares worth $629K. The position accounts for 0.15% of the portfolio, ranked #21.

Go Invest LLC first reported a position in JPSE in Q4 2025 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

  • Go Invest LLC held 10,462 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $629K as of Q2 2026.
  • Go Invest LLC sold 496 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $28.4K.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up 0.15% of Go Invest LLC's portfolio in Q2 2026, its #21 holding.
  • Go Invest LLC first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.