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

KWB Wealth’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	$1.04M	Sell	18,491 -9,317	-34%	-$553K	0.09%	88
2026 Q2	$1.67M	Buy	27,808 +479	+2%	+$27.5K	0.14%	75
2026 Q1	$1.37M	Hold	27,329	–	–	0.14%	68
2025 Q4	$1.37M	Buy	27,329 +647	+2%	+$32.4K	0.13%	68
2025 Q3	$1.21M	Buy	26,682 +59	+0.2%	+$2.84K	0.13%	69
2025 Q2	$1.16M	Buy	26,623 +964	+4%	+$41.6K	0.14%	72
2025 Q1	$1.2M	Sell	25,659 -830	-3%	-$38.1K	0.14%	69
2024 Q4	$1.27M	Buy	26,489 +29	+0.1%	+$1.42K	0.16%	57
2024 Q3	$1.15M	Buy	26,460 +2,951	+13%	+$136K	0.15%	56
2024 Q2	$1.06M	Hold	23,509	–	–	0.15%	59
2024 Q1	$1.06M	Buy	23,509 +121	+0.5%	+$5.23K	0.14%	61
2023 Q4	$1.03M	Buy	+23,388	New	+$936K	0.15%	58

Other funds holding JPSE

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

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

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Quantum Financial Partners Overland Park, Kansas $194M AUM

LexAurum Advisors Overland Park, Kansas $893M AUM

Stonehaven Wealth & Tax Solutions Appleton, Wisconsin $105M AUM 11.31% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

KWB Wealth's JPSE Position: Q3 2026 in Review

KWB Wealth reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 34% in Q3 2026, selling an estimated $553K and leaving 18,491 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #88.

KWB Wealth first reported a position in JPSE in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.67M in Q2 2026. 24 funds tracked by Wall St. Rank hold JPSE as of Q3 2026.

KWB Wealth held 18,491 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $1.04M as of Q3 2026.
KWB Wealth sold 9,317 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q3 2026, an estimated $553K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.09% of KWB Wealth's portfolio in Q3 2026, its #88 holding.
KWB Wealth first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2023 and has held it in 12 quarters since.
KWB Wealth's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1.67M in Q2 2026.
24 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.