Lincoln National Corp’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Lincoln National Corp’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
2024 Q2	–	Sell	-30,725	Closed	-$1.39M	–	645
2024 Q1	$1.39M	Buy	30,725 +3,745	+14%	+$162K	0.02%	421
2023 Q4	$1.19M	Buy	26,980 +5,361	+25%	+$214K	0.02%	413
2023 Q3	$849K	Buy	21,619 +3,039	+16%	+$125K	0.02%	450
2023 Q2	$761K	Buy	18,580 +8,960	+93%	+$352K	0.02%	480
2023 Q1	$383K	Buy	9,620 +3,900	+68%	+$159K	0.01%	675
2022 Q4	$222K	Buy	+5,720	New	+$224K	0.01%	836
2020 Q1	–	Sell	-19,472	Closed	-$634K	–	633
2019 Q4	$634K	Buy	19,472 +544	+3%	+$17K	0.02%	344
2019 Q3	$574K	Buy	18,928 +869	+5%	+$26.4K	0.02%	316
2019 Q2	$557K	Buy	18,059 +2,376	+15%	+$72.6K	0.02%	300
2019 Q1	$475K	Buy	+15,683	New	+$466K	0.02%	306

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return

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

Lincoln National Corp's JPSE Position: Q2 2024 in Review

Lincoln National Corp sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2024, closing a stake of 30,725 shares — an estimated $1.39M sold.

Lincoln National Corp first reported a position in JPSE in Q1 2019 and held it in 10 quarters. The position peaked at $1.39M in Q1 2024. 96 funds tracked by Wall St. Rank hold JPSE as of Q2 2024.

Lincoln National Corp reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 30,725 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2024, an estimated $1.39M.
Lincoln National Corp first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2019 and held it in 10 quarters.
Lincoln National Corp's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1.39M in Q1 2024.
96 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.