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Koss-Olinger Consulting’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Koss-Olinger Consulting’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 		$53.9M Sell
1,028,198
-205,289
-17% -$10.9M 4.52% 6
2025
Q4 		$61.8M Sell
1,233,487
-6,709
-0.5% -$336K 4.79% 4
2025
Q3 		$56.4M Sell
1,240,196
-8,476
-0.7% -$407K 4.66% 3
2025
Q2 		$56.8M Sell
1,248,672
-19,374
-2% -$837K 4.66% 3
2025
Q1 		$55.3M Buy
1,268,046
+30,140
+2% +$1.38M 4.66% 3
2024
Q4 		$57.9M Buy
1,237,906
+26,014
+2% +$1.27M 5.08% 3
2024
Q3 		$58.2M Buy
1,211,892
+15,541
+1% +$717K 5.05% 2
2024
Q2 		$52.2M Buy
+1,196,351
New +$52.5M 4.82% 3
2024
Q1 		– Sell
-1,120,370
Closed -$49.4M – 186
2023
Q4 		$49.4M Sell
1,120,370
-31,009
-3% -$1.24M 4.84% 4
2023
Q3 		$45.2M Buy
1,151,379
+25,596
+2% +$1.05M 6.67% 2
2023
Q2 		$46.1M Buy
1,125,783
+39,211
+4% +$1.54M 5.35% 4
2023
Q1 		$43.3M Buy
1,086,572
+74,328
+7% +$3.03M 5.4% 4
2022
Q4 		$39.2M Buy
1,012,244
+30,015
+3% +$1.18M 5.64% 4
2022
Q3 		$34.8M Buy
982,229
+303,210
+45% +$12M 5.91% 6
2022
Q2 		$25.4M Sell
679,019
-3,044
-0.4% -$123K 4.63% 6
2022
Q1 		$29.9M Buy
682,063
+55,497
+9% +$2.41M 4.81% 6
2021
Q4 		$28.8M Buy
626,566
+11,640
+2% +$530K 4.44% 6
2021
Q3 		$26.6M Buy
614,926
+13,505
+2% +$587K 4.33% 7
2021
Q2 		$26.7M Buy
601,421
+49,104
+9% +$2.14M 3.96% 7
2021
Q1 		$23.4M Buy
+552,317
New +$22.6M 3.98% 7

Other funds holding JPSE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Koss-Olinger Consulting's JPSE Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 17% in Q1 2026, selling an estimated $10.9M and leaving 1,028,198 shares worth $53.9M. The position accounts for 4.52% of the portfolio, ranked #6.

Koss-Olinger Consulting first reported a position in JPSE in Q1 2021 and has held it in 20 quarters since. The position peaked at $61.8M in Q4 2025. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

  • Koss-Olinger Consulting held 1,028,198 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $53.9M as of Q1 2026.
  • Koss-Olinger Consulting sold 205,289 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $10.9M.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up 4.52% of Koss-Olinger Consulting's portfolio in Q1 2026, its #6 holding.
  • Koss-Olinger Consulting first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2021 and has held it in 20 quarters since.
  • Koss-Olinger Consulting's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $61.8M in Q4 2025.
  • 114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.