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Legacy Wealth Management (Idaho)’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-82
Closed -$4.3K – 591
2026
Q1 		$4.3K Buy
+82
New +$4.37K ﹤0.01% 645

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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 $187B AUM 21.7% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s JPSE Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2026, closing a stake of 82 shares — an estimated $4.3K sold.

Legacy Wealth Management (Idaho) first reported a position in JPSE in Q1 2026 and held it in 1 quarter. The position peaked at $4.3K in Q1 2026. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 82 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $4.3K.
  • Legacy Wealth Management (Idaho) first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $4.3K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.