Kingsview Wealth Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Kingsview Wealth Management’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 Q1	$3.82M	Buy	72,837 +3,234	+5%	+$172K	0.05%	358
2025 Q4	$3.49M	Sell	69,603 -13,752	-16%	-$689K	0.05%	353
2025 Q3	$4.15M	Sell	83,355 -21,546	-21%	-$1.04M	0.06%	308
2025 Q2	$4.77M	Buy	104,901 +19,002	+22%	+$820K	0.08%	257
2025 Q1	$3.74M	Buy	85,899 +32,383	+61%	+$1.49M	0.07%	258
2024 Q4	$2.51M	Buy	53,516 +543	+1%	+$26.5K	0.05%	332
2024 Q3	$2.54M	Buy	52,973 +2,938	+6%	+$135K	0.05%	314
2024 Q2	$2.18M	Buy	50,035 +14,459	+41%	+$635K	0.05%	329
2024 Q1	$1.61M	Buy	35,576 +1,969	+6%	+$85.1K	0.04%	386
2023 Q4	$1.48M	Buy	33,607 +14,053	+72%	+$562K	0.04%	356
2023 Q3	$768K	Buy	19,554 +9,071	+87%	+$374K	0.03%	504
2023 Q2	$429K	Buy	10,483 +4,696	+81%	+$185K	0.02%	635
2023 Q1	$231K	Buy	+5,787	New	+$236K	0.01%	792

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HFM

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

AWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kingsview Wealth Management's JPSE Position: Q1 2026 in Review

Kingsview Wealth Management increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 4.6% in Q1 2026, buying an estimated $172K and bringing the position to 72,837 shares worth $3.82M. The position accounts for 0.05% of the portfolio, ranked #358.

Kingsview Wealth Management first reported a position in JPSE in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.77M in Q2 2025. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

Kingsview Wealth Management held 72,837 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $3.82M as of Q1 2026.
Kingsview Wealth Management bought 3,234 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $172K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.05% of Kingsview Wealth Management's portfolio in Q1 2026, its #358 holding.
Kingsview Wealth Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2023 and has held it in 13 quarters since.
Kingsview Wealth Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $4.77M in Q2 2025.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.