Kestra Advisory Services’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Kestra Advisory Services's JPSE Position: Q2 2026 in Review

Kestra Advisory Services reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 9.4% in Q2 2026, selling an estimated $22K and leaving 3,705 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #3026.

Kestra Advisory Services first reported a position in JPSE in Q1 2021 and has held it in 18 quarters since. The position peaked at $802K in Q1 2025. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

• Kestra Advisory Services held 3,705 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $223K as of Q2 2026.
• Kestra Advisory Services sold 383 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $22K.
• JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3026 holding.
• Kestra Advisory Services first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2021 and has held it in 18 quarters since.
• Kestra Advisory Services's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $802K in Q1 2025.
• 117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.