LexAurum Advisors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

LexAurum Advisors’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	$2.11M	Sell	35,118 -2,665	-7%	-$153K	0.24%	81
2026 Q1	$1.98M	Buy	+37,783	New	+$2.01M	0.26%	75
2025 Q3	$2.45M	Buy	49,258 +3,706	+8%	+$178K	0.35%	56
2025 Q2	$2.07M	Buy	45,552 +18,147	+66%	+$784K	0.33%	58
2025 Q1	$1.19M	Buy	27,405 +681	+3%	+$31.3K	0.23%	88
2024 Q4	$1.25M	Buy	26,724 +820	+3%	+$40K	0.25%	83
2024 Q3	$1.24M	Buy	25,904 +520	+2%	+$24K	0.27%	82
2024 Q2	$1.11M	Buy	25,384 +1,055	+4%	+$46.3K	0.27%	82
2024 Q1	$1.1M	Buy	24,329 +1,127	+5%	+$48.7K	0.28%	78
2023 Q4	$1.02M	Buy	23,202 +1,832	+9%	+$73.3K	0.27%	83
2023 Q3	$840K	Buy	21,370 +90	+0.4%	+$3.71K	0.25%	90
2023 Q2	$872K	Buy	21,280 +1,125	+6%	+$44.2K	0.26%	82
2023 Q1	$803K	Buy	20,155 +128	+0.6%	+$5.22K	0.27%	83
2022 Q4	$776K	Buy	20,027 +1,294	+7%	+$50.7K	0.28%	80
2022 Q3	$663K	Buy	18,733 +165	+0.9%	+$6.51K	0.26%	85
2022 Q2	$695K	Buy	18,568 +3,211	+21%	+$130K	0.26%	84
2022 Q1	$673K	Buy	15,357 +297	+2%	+$12.9K	0.22%	97
2021 Q4	$692K	Buy	15,060 +903	+6%	+$41.1K	0.23%	93
2021 Q3	$612K	Sell	14,157 -254	-2%	-$11K	0.18%	140
2021 Q2	$640K	Sell	14,411 -111	-0.8%	-$4.84K	0.19%	134
2021 Q1	$614K	Sell	14,522 -2,303	-14%	-$94.2K	0.21%	115
2020 Q4	$606K	Buy	16,825 +360	+2%	+$11.8K	0.22%	110
2020 Q3	$468K	Buy	16,465 +1,830	+13%	+$52.5K	0.19%	110
2020 Q2	$397K	Buy	14,635 +1,285	+10%	+$32K	0.22%	101
2020 Q1	$288K	Buy	13,350 +5,741	+75%	+$166K	0.2%	114
2019 Q4	$248K	Buy	+7,609	New	+$238K	0.12%	176
2019 Q2	–	Sell	-19,828	Closed	-$601K	–	182
2019 Q1	$601K	Buy	19,828 +913	+5%	+$27.1K	0.4%	57
2018 Q4	$508K	Buy	+18,915	New	+$558K	0.39%	61

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LexAurum Advisors's JPSE Position: Q2 2026 in Review

LexAurum Advisors reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 7.1% in Q2 2026, selling an estimated $153K and leaving 35,118 shares worth $2.11M. The position accounts for 0.24% of the portfolio, ranked #81.

LexAurum Advisors first reported a position in JPSE in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.45M in Q3 2025. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

LexAurum Advisors held 35,118 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $2.11M as of Q2 2026.
LexAurum Advisors sold 2,665 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $153K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.24% of LexAurum Advisors's portfolio in Q2 2026, its #81 holding.
LexAurum Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2018 and has held it in 28 quarters since.
LexAurum Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $2.45M in Q3 2025.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.