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

Lodestone Wealth Management’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	$39.8K	Buy	661 +2	+0.3%	+$115	0.01%	331
2026 Q1	$34.6K	Buy	659 +1	+0.2%	+$53	0.01%	336
2025 Q4	$33K	Buy	+658	New	+$33K	0.01%	337

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

Lodestone Wealth Management's JPSE Position: Q2 2026 in Review

Lodestone Wealth Management increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.3% in Q2 2026, buying an estimated $115 and bringing the position to 661 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #331.

Lodestone Wealth Management first reported a position in JPSE in Q4 2025 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Lodestone Wealth Management held 661 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $39.8K as of Q2 2026.
Lodestone Wealth Management bought 2 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $115.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #331 holding.
Lodestone Wealth Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.