KPP Advisory Services’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$537K Hold
8,926
0.07% 217
2026
Q1
$468K Hold
8,926
0.07% 225
2025
Q4
$447K Sell
8,926
-35
-0.4% -$1.75K 0.06% 212
2025
Q3
$446K Hold
8,961
0.07% 219
2025
Q2
$408K Sell
8,961
-360
-4% -$15.5K 0.07% 215
2025
Q1
$406K Sell
9,321
-235
-2% -$10.8K 0.08% 202
2024
Q4
$447K Sell
9,556
-127
-1% -$6.2K 0.11% 153
2024
Q3
$465K Sell
9,683
-707
-7% -$32.6K 0.11% 149
2024
Q2
$453K Sell
10,390
-5,422
-34% -$238K 0.12% 140
2024
Q1
$715K Buy
+15,812
New +$684K 0.2% 99
2023
Q4
Sell
-54,217
Closed -$2.13M 177
2023
Q3
$2.13M Buy
+54,217
New +$2.23M 0.7% 33

Other funds holding JPSE

KPP Advisory Services's JPSE Position: Q2 2026 in Review

KPP Advisory Services held its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) position steady in Q2 2026 at 8,926 shares worth $537K. The position accounts for 0.07% of the portfolio, ranked #217.

KPP Advisory Services first reported a position in JPSE in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.13M in Q3 2023. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

  • KPP Advisory Services held 8,926 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $537K as of Q2 2026.
  • KPP Advisory Services left its JPMorgan Diversified Return US Small Cap Equity ETF share count unchanged in Q2 2026.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up 0.07% of KPP Advisory Services's portfolio in Q2 2026, its #217 holding.
  • KPP Advisory Services first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2023 and has held it in 11 quarters since.
  • KPP Advisory Services's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $2.13M in Q3 2023.
  • 117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.