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QUANTUM FINANCIAL PARTNERS LLC’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

QUANTUM FINANCIAL PARTNERS 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 		$3.38M Buy
+56,119
New +$3.22M 1.73% 15

Other funds holding JPSE

GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

QUANTUM FINANCIAL PARTNERS LLC's JPSE Position: Q2 2026 in Review

QUANTUM FINANCIAL PARTNERS LLC opened a new position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2026: 56,119 shares worth $3.38M. The stake represents 1.73% of the portfolio and ranks #15 among its holdings.

18 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

  • QUANTUM FINANCIAL PARTNERS LLC held 56,119 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $3.38M as of Q2 2026.
  • JPMorgan Diversified Return US Small Cap Equity ETF was a new QUANTUM FINANCIAL PARTNERS LLC position in Q2 2026.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up 1.73% of QUANTUM FINANCIAL PARTNERS LLC's portfolio in Q2 2026, its #15 holding.
  • 18 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on QUANTUM FINANCIAL PARTNERS LLC's 13F filing for Q2 2026, filed 20 Jul 2026.