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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$214K Buy
4,088
+90
+2% +$4.8K ﹤0.01% 2895
2025
Q4
$200K Sell
3,998
-1,100
-22% -$55.1K ﹤0.01% 2887
2025
Q3
$254K Sell
5,098
-4,828
-49% -$232K ﹤0.01% 2575
2025
Q2
$452K Sell
9,926
-8,473
-46% -$366K ﹤0.01% 2044
2025
Q1
$802K Buy
18,399
+1,461
+9% +$67.1K ﹤0.01% 1525
2024
Q4
$793K Buy
16,938
+3,378
+25% +$165K ﹤0.01% 1548
2024
Q3
$651K Sell
13,560
-11
-0.1% -$507 ﹤0.01% 1595
2024
Q2
$592K Buy
13,571
+960
+8% +$42.1K ﹤0.01% 1665
2024
Q1
$570K Buy
12,611
+2,226
+21% +$96.3K ﹤0.01% 1577
2023
Q4
$458K Buy
10,385
+945
+10% +$37.8K ﹤0.01% 1578
2023
Q3
$371K Buy
9,440
+1,564
+20% +$64.4K ﹤0.01% 1534
2023
Q2
$323K Buy
7,876
+828
+12% +$32.5K ﹤0.01% 1571
2023
Q1
$281K Buy
7,048
+781
+12% +$31.8K ﹤0.01% 1607
2022
Q4
$243K Buy
+6,267
New +$246K ﹤0.01% 1890
2021
Q4
Sell
-5,359
Closed -$232K 2107
2021
Q3
$232K Sell
5,359
-31
-0.6% -$1.35K ﹤0.01% 1879
2021
Q2
$239K Sell
5,390
-668
-11% -$29.1K ﹤0.01% 1734
2021
Q1
$256K Buy
+6,058
New +$248K ﹤0.01% 1565

Other funds holding JPSE

Kestra Advisory Services's JPSE Position: Q1 2026 in Review

Kestra Advisory Services increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 2.3% in Q1 2026, buying an estimated $4.8K and bringing the position to 4,088 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #2895.

Kestra Advisory Services first reported a position in JPSE in Q1 2021 and has held it in 17 quarters since. The position peaked at $802K in Q1 2025. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

  • Kestra Advisory Services held 4,088 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $214K as of Q1 2026.
  • Kestra Advisory Services bought 90 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $4.8K.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2895 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 17 quarters since.
  • Kestra Advisory Services's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $802K in Q1 2025.
  • 114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.