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 Q3	$4.23M	Buy	75,120 +1,134	+2%	+$67.2K	0.05%	353
2026 Q2	$4.45M	Buy	73,986 +1,149	+2%	+$65.9K	0.05%	325
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

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kingsview Wealth Management's JPSE Position: Q3 2026 in Review

Kingsview Wealth Management increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 1.5% in Q3 2026, buying an estimated $67.2K and bringing the position to 75,120 shares worth $4.23M. The position accounts for 0.05% of the portfolio, ranked #353.

Kingsview Wealth Management first reported a position in JPSE in Q1 2023 and has held it in 15 quarters since. The position peaked at $4.77M in Q2 2025. 97 funds tracked by Wall St. Rank hold JPSE as of Q3 2026.

Kingsview Wealth Management held 75,120 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $4.23M as of Q3 2026.
Kingsview Wealth Management bought 1,134 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q3 2026, an estimated $67.2K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.05% of Kingsview Wealth Management's portfolio in Q3 2026, its #353 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 15 quarters since.
Kingsview Wealth Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $4.77M in Q2 2025.
97 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2026.

Based on Kingsview Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.