John Overdeck’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$680K Sell
11,300
-25,100
-69% -$1.44M ﹤0.01% 3915
2026
Q1
$1.91M Buy
+36,400
New +$1.94M ﹤0.01% 2790
2025
Q1
Sell
-4,900
Closed -$229K 3353
2024
Q4
$229K Buy
+4,900
New +$239K ﹤0.01% 2827
2024
Q1
Sell
-5,000
Closed -$220K 3200
2023
Q4
$220K Sell
5,000
-2,600
-34% -$104K ﹤0.01% 2804
2023
Q3
$299K Buy
+7,600
New +$313K ﹤0.01% 2487

Other funds holding JPSE

John Overdeck's JPSE Position: Q2 2026 in Review

John Overdeck reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 69% in Q2 2026, selling an estimated $1.44M and leaving 11,300 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #3915.

John Overdeck first reported a position in JPSE in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.91M in Q1 2026. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

  • John Overdeck held 11,300 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $680K as of Q2 2026.
  • John Overdeck sold 25,100 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $1.44M.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3915 holding.
  • John Overdeck first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2023 and has held it in 5 quarters since.
  • John Overdeck's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1.91M in Q1 2026.
  • 117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.