JP Morgan Chase
OUSM icon

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
Q2 		$723K Buy
15,290
+1,122
+8% +$52K ﹤0.01% 4879
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

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JP Morgan Chase increased its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 7.9% in Q2 2026, buying an estimated $52K and bringing the position to 15,290 shares worth $723K. The position accounts for ﹤0.01% of the portfolio, ranked #4879.

JP Morgan Chase first reported a position in OUSM in Q3 2020 and has held it in 14 quarters since. The position peaked at $2.07M in Q1 2024. 125 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

  • JP Morgan Chase held 15,290 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $723K as of Q2 2026.
  • JP Morgan Chase bought 1,122 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2026, an estimated $52K.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4879 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 14 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 Q2 2026.

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