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

Kestra Private Wealth Services’s Portfolio JPSE Stock Details JPSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$385K	Sell	6,393 -3	-0%	-$172	﹤0.01%	1388
2026 Q1	$335K	Buy	6,396 +362	+6%	+$19.3K	﹤0.01%	1402
2025 Q4	$302K	Sell	6,034 -665	-10%	-$33.3K	﹤0.01%	1418
2025 Q3	$334K	Sell	6,699 -82	-1%	-$3.94K	﹤0.01%	1309
2025 Q2	$308K	Sell	6,781 -318	-4%	-$13.7K	﹤0.01%	1270
2025 Q1	$309K	Sell	7,099 -160	-2%	-$7.35K	0.01%	1185
2024 Q4	$340K	Sell	7,259 -1,132	-13%	-$55.3K	0.01%	1091
2024 Q3	$403K	Buy	8,391 +892	+12%	+$41.1K	0.01%	968
2024 Q2	$327K	Buy	7,499 +1,911	+34%	+$83.9K	0.01%	1013
2024 Q1	$253K	Buy	+5,588	New	+$242K	0.01%	1083

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kestra Private Wealth Services's JPSE Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.05% in Q2 2026, selling an estimated $172 and leaving 6,393 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Kestra Private Wealth Services first reported a position in JPSE in Q1 2024 and has held it in 10 quarters since. The position peaked at $403K in Q3 2024. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Kestra Private Wealth Services held 6,393 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $385K as of Q2 2026.
Kestra Private Wealth Services sold 3 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $172.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1388 holding.
Kestra Private Wealth Services first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2024 and has held it in 10 quarters since.
Kestra Private Wealth Services's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $403K in Q3 2024.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

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