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 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%	+$2.83K	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

SFC

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

GCM

Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $121M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KWB Wealth's JPSE Position: Q2 2026 in Review

KWB Wealth increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 1.8% in Q2 2026, buying an estimated $27.5K and bringing the position to 27,808 shares worth $1.67M. The position accounts for 0.14% of the portfolio, ranked #75.

KWB Wealth first reported a position in JPSE in Q4 2023 and has held it in 11 quarters since. 11 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

KWB Wealth held 27,808 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $1.67M as of Q2 2026.
KWB Wealth bought 479 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $27.5K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.14% of KWB Wealth's portfolio in Q2 2026, its #75 holding.
KWB Wealth first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
11 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.