Jones Financial Companies’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Jones Financial Companies’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	$9.71M	Buy	161,891 +26,762	+20%	+$1.53M	﹤0.01%	936
2026 Q1	$7M	Buy	135,129 +25,654	+23%	+$1.37M	﹤0.01%	948
2025 Q4	$5.48M	Buy	109,475 +18,244	+20%	+$914K	﹤0.01%	614
2025 Q3	$4.55M	Buy	91,231 +9,093	+11%	+$437K	﹤0.01%	599
2025 Q2	$3.74M	Buy	82,138 +6,871	+9%	+$297K	﹤0.01%	570
2025 Q1	$3.27M	Buy	75,267 +4,319	+6%	+$198K	﹤0.01%	524
2024 Q4	$3.32M	Buy	70,948 +27,622	+64%	+$1.35M	﹤0.01%	445
2024 Q3	$2.08M	Buy	43,326 +31,308	+261%	+$1.44M	﹤0.01%	450
2024 Q2	$524K	Buy	12,018 +11,813	+5,762%	+$518K	﹤0.01%	555
2024 Q1	$9.27K	Buy	+205	New	+$8.86K	﹤0.01%	1076

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

Jones Financial Companies's JPSE Position: Q2 2026 in Review

Jones Financial Companies increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 20% in Q2 2026, buying an estimated $1.53M and bringing the position to 161,891 shares worth $9.71M. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Jones Financial Companies first reported a position in JPSE in Q1 2024 and has held it in 10 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Jones Financial Companies held 161,891 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $9.71M as of Q2 2026.
Jones Financial Companies bought 26,762 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $1.53M.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #936 holding.
Jones Financial Companies first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2024 and has held it in 10 quarters since.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.