JP Morgan Chase’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

JP Morgan Chase’s Portfolio OUSM Stock Details OUSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$609K	Sell	14,168 -8,497	-37%	-$385K	﹤0.01%	4880
2025 Q4	$991K	Sell	22,665 -1,344	-6%	-$59.1K	﹤0.01%	4621
2025 Q3	$1.08M	Sell	24,009 -556	-2%	-$24.7K	﹤0.01%	4529
2025 Q2	$1.06M	Sell	24,565 -7,419	-23%	-$310K	﹤0.01%	4332
2025 Q1	$1.34M	Sell	31,984 -2,959	-8%	-$128K	﹤0.01%	4149
2024 Q4	$1.53M	Sell	34,943 -9,368	-21%	-$424K	﹤0.01%	4345
2024 Q3	$2M	Buy	44,311 +1,121	+3%	+$48.3K	﹤0.01%	4010
2024 Q2	$1.78M	Sell	43,190 -5,438	-11%	-$224K	﹤0.01%	3889
2024 Q1	$2.07M	Buy	48,628 +9,697	+25%	+$388K	﹤0.01%	3820
2023 Q4	$1.53M	Buy	+38,931	New	+$1.4M	﹤0.01%	4035
2023 Q2	–	Sell	-1,185	Closed	-$41.9K	–	7224
2023 Q1	$41.9K	Buy	+1,185	New	+$42K	﹤0.01%	5773
2021 Q1	–	Sell	-5,850	Closed	-$182K	–	6264
2020 Q4	$182K	Hold	5,850	–	–	﹤0.01%	4838
2020 Q3	$153K	Buy	+5,850	New	+$155K	﹤0.01%	4495

Other funds holding OUSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JP Morgan Chase's OUSM Position: Q1 2026 in Review

JP Morgan Chase reduced its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 37% in Q1 2026, selling an estimated $385K and leaving 14,168 shares worth $609K. The position accounts for ﹤0.01% of the portfolio, ranked #4880.

JP Morgan Chase first reported a position in OUSM in Q3 2020 and has held it in 13 quarters since. The position peaked at $2.07M in Q1 2024. 125 funds tracked by Wall St. Rank hold OUSM as of Q1 2026.

JP Morgan Chase held 14,168 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $609K as of Q1 2026.
JP Morgan Chase sold 8,497 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q1 2026, an estimated $385K.
ALPS O'Shares US Small-Cap Quality Dividend ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4880 holding.
JP Morgan Chase first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2020 and has held it in 13 quarters since.
JP Morgan Chase's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $2.07M in Q1 2024.
125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.