JP Morgan Chase
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JP Morgan Chase’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

JP Morgan Chase’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 		$11.7M Buy
194,646
+39,184
+25% +$2.25M ﹤0.01% 2671
2026
Q1 		$7.98M Buy
155,462
+129,361
+496% +$6.9M ﹤0.01% 2884
2025
Q4 		$1.31M Buy
26,101
+87
+0.3% +$4.36K ﹤0.01% 4417
2025
Q3 		$1.3M Sell
26,014
-1,215
-4% -$58.4K ﹤0.01% 4394
2025
Q2 		$1.24M Sell
27,229
-1,226
-4% -$52.9K ﹤0.01% 4242
2025
Q1 		$1.24M Buy
28,455
+12,316
+76% +$566K ﹤0.01% 4201
2024
Q4 		$755K Sell
16,139
-1,441
-8% -$70.3K ﹤0.01% 4810
2024
Q3 		$844K Buy
17,580
+1,602
+10% +$73.9K ﹤0.01% 4578
2024
Q2 		$697K Buy
15,978
+1,924
+14% +$84.4K ﹤0.01% 4498
2024
Q1 		$635K Sell
14,054
-11,817
-46% -$511K ﹤0.01% 4639
2023
Q4 		$1.14M Buy
25,871
+16,895
+188% +$676K ﹤0.01% 4240
2023
Q3 		$353K Buy
8,976
+6,577
+274% +$271K ﹤0.01% 4697
2023
Q2 		$98.3K Sell
2,399
-3,925
-62% -$154K ﹤0.01% 5467
2023
Q1 		$252K Buy
6,324
+4,452
+238% +$181K ﹤0.01% 4923
2022
Q4 		$72K Buy
1,872
+1,515
+424% +$59.4K ﹤0.01% 5480
2022
Q3 		$13K Buy
+357
New +$14.1K ﹤0.01% 5918
2021
Q4 		– Sell
-204
Closed -$9K – 6805
2021
Q3 		$9K Sell
204
-15,668
-99% -$681K ﹤0.01% 6185
2021
Q2 		$704K Buy
15,872
+15,668
+7,680% +$683K ﹤0.01% 4502
2021
Q1 		$9K Hold
204
– – ﹤0.01% 5809
2020
Q4 		$7K Sell
204
-282
-58% -$9.22K ﹤0.01% 5424
2020
Q3 		$14K Hold
486
– – ﹤0.01% 5213
2020
Q2 		$13K Hold
486
– – ﹤0.01% 5098
2020
Q1 		$10K Hold
486
– – ﹤0.01% 5049
2019
Q4 		$16K Sell
486
-37,257
-99% -$1.16M ﹤0.01% 5338
2019
Q3 		$1.14M Buy
37,743
+26
+0.1% +$789 ﹤0.01% 3761
2019
Q2 		$1.15M Sell
37,717
-354,081
-90% -$10.8M ﹤0.01% 3767
2019
Q1 		$11.9M Sell
391,798
-209,551
-35% -$6.23M ﹤0.01% 1904
2018
Q4 		$16.1M Sell
601,349
-345,831
-37% -$10.2M ﹤0.01% 1644
2018
Q3 		$30.8M Buy
947,180
+349
+0% +$11.4K 0.01% 1322
2018
Q2 		$29.8M Buy
946,831
+408
+0% +$12.5K 0.01% 1298
2018
Q1 		$27.5M Buy
946,423
+423
+0% +$12.5K 0.01% 1298
2017
Q4 		$28.1M Hold
946,000
– – 0.01% 1334
2017
Q3 		$27M Hold
946,000
– – 0.01% 1296
2017
Q2 		$25.8M Hold
946,000
– – 0.01% 1279
2017
Q1 		$25.3M Hold
946,000
– – 0.01% 1317
2016
Q4 		$24.7M Buy
+946,000
New +$24.6M 0.01% 1323

Other funds holding JPSE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase's JPSE Position: Q2 2026 in Review

JP Morgan Chase increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 25% in Q2 2026, buying an estimated $2.25M and bringing the position to 194,646 shares worth $11.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2671.

JP Morgan Chase first reported a position in JPSE in Q4 2016 and has held it in 36 quarters since. The position peaked at $30.8M in Q3 2018. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

  • JP Morgan Chase held 194,646 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $11.7M as of Q2 2026.
  • JP Morgan Chase bought 39,184 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $2.25M.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2671 holding.
  • JP Morgan Chase first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2016 and has held it in 36 quarters since.
  • JP Morgan Chase's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $30.8M in Q3 2018.
  • 117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.