Keystone Financial Services (Nebraska)’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Keystone Financial Services (Nebraska)’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	$9.71M	Buy	161,413 +109	+0.1%	+$6.25K	5.84%	5
2026 Q1	$8.46M	Buy	161,304 +4,731	+3%	+$252K	5.69%	5
2025 Q4	$7.84M	Buy	156,573 +2,698	+2%	+$135K	5.34%	6
2025 Q3	$7.66M	Buy	153,875 +3,161	+2%	+$152K	5.36%	6
2025 Q2	$6.86M	Buy	150,714 +7,539	+5%	+$326K	5.21%	6
2025 Q1	$6.24M	Buy	143,175 +18,552	+15%	+$852K	5.28%	6
2024 Q4	$5.83M	Buy	+124,623	New	+$6.08M	5.35%	6

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

Keystone Financial Services (Nebraska)'s JPSE Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.07% in Q2 2026, buying an estimated $6.25K and bringing the position to 161,413 shares worth $9.71M. The position accounts for 5.84% of the portfolio, ranked #5.

Keystone Financial Services (Nebraska) first reported a position in JPSE in Q4 2024 and has held it in 7 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Keystone Financial Services (Nebraska) held 161,413 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $9.71M as of Q2 2026.
Keystone Financial Services (Nebraska) bought 109 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $6.25K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 5.84% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #5 holding.
Keystone Financial Services (Nebraska) first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.