JP Morgan Chase
SEIS

JP Morgan Chase’s SEI Select Small Cap ETF SEIS Stock Holding History

JP Morgan Chase’s Portfolio SEIS Stock Details SEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,448
Closed -$34.4K – 7797
2025
Q1 		$34.4K Buy
1,448
+14
+1% +$355 ﹤0.01% 5996
2024
Q4 		$36.7K Buy
+1,434
New +$38.2K ﹤0.01% 6111

Other funds holding SEIS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

JP Morgan Chase's SEIS Position: Q2 2025 in Review

JP Morgan Chase sold out of SEI Select Small Cap ETF (SEIS) in Q2 2025, closing a stake of 1,448 shares — an estimated $34.4K sold.

JP Morgan Chase first reported a position in SEIS in Q4 2024 and held it in 2 quarters. The position peaked at $36.7K in Q4 2024. 25 funds tracked by Wall St. Rank hold SEIS as of Q2 2025.

  • JP Morgan Chase reported no remaining SEI Select Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 1,448 SEI Select Small Cap ETF shares in Q2 2025, an estimated $34.4K.
  • JP Morgan Chase first reported a position in SEI Select Small Cap ETF in Q4 2024 and held it in 2 quarters.
  • JP Morgan Chase's SEI Select Small Cap ETF position peaked at $36.7K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.