Kestra Advisory Services’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
Bought
Maintained
Sold
Other funds holding JPSE
SFC
Kestra Advisory Services's JPSE Position: Q3 2026 in Review
Kestra Advisory Services increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 1.9% in Q3 2026, buying an estimated $4.21K and bringing the position to 3,776 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #3211.
Kestra Advisory Services first reported a position in JPSE in Q1 2021 and has held it in 19 quarters since. The position peaked at $802K in Q1 2025. 60 funds tracked by Wall St. Rank hold JPSE as of Q3 2026.
- Kestra Advisory Services held 3,776 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $213K as of Q3 2026.
- Kestra Advisory Services bought 71 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q3 2026, an estimated $4.21K.
- JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3211 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 19 quarters since.
- Kestra Advisory Services's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $802K in Q1 2025.
- 60 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2026.
Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.