LPL Financial’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

LPL Financial’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	$52.1M	Sell	866,298 -40,823	-5%	-$2.34M	0.01%	986
2026 Q1	$47.6M	Buy	907,121 +7,024	+0.8%	+$374K	0.01%	944
2025 Q4	$45.1M	Buy	900,097 +38,838	+5%	+$1.95M	0.01%	918
2025 Q3	$42.9M	Buy	861,259 +28,904	+3%	+$1.39M	0.01%	925
2025 Q2	$37.9M	Buy	832,355 +186,401	+29%	+$8.05M	0.01%	907
2025 Q1	$28.2M	Buy	645,954 +30,870	+5%	+$1.42M	0.01%	954
2024 Q4	$28.8M	Buy	615,084 +62,039	+11%	+$3.03M	0.01%	895
2024 Q3	$26.6M	Sell	553,045 -88,031	-14%	-$4.06M	0.01%	896
2024 Q2	$28M	Sell	641,076 -137,192	-18%	-$6.02M	0.01%	816
2024 Q1	$35.2M	Buy	778,268 +36,427	+5%	+$1.58M	0.02%	681
2023 Q4	$32.7M	Buy	741,841 +52,023	+8%	+$2.08M	0.02%	662
2023 Q3	$27.1M	Buy	689,818 +66,006	+11%	+$2.72M	0.02%	678
2023 Q2	$25.6M	Buy	623,812 +107,301	+21%	+$4.22M	0.02%	693
2023 Q1	$20.6M	Buy	516,511 +112,372	+28%	+$4.58M	0.02%	735
2022 Q4	$15.7M	Buy	404,139 +59,395	+17%	+$2.33M	0.01%	819
2022 Q3	$12.2M	Buy	344,744 +142,448	+70%	+$5.62M	0.01%	861
2022 Q2	$7.57M	Buy	202,296 +30,378	+18%	+$1.23M	0.01%	1120
2022 Q1	$7.53M	Buy	171,918 +63,458	+59%	+$2.75M	0.01%	1171
2021 Q4	$4.99M	Buy	108,460 +20,918	+24%	+$953K	﹤0.01%	1465
2021 Q3	$3.78M	Sell	87,542 -1,417	-2%	-$61.6K	﹤0.01%	1578
2021 Q2	$3.95M	Sell	88,959 -215	-0.2%	-$9.38K	﹤0.01%	1506
2021 Q1	$3.77M	Sell	89,174 -1,534	-2%	-$62.8K	﹤0.01%	1409
2020 Q4	$3.27M	Buy	90,708 +49,489	+120%	+$1.62M	﹤0.01%	1363
2020 Q3	$1.17M	Buy	41,219 +1,295	+3%	+$37.2K	﹤0.01%	1820
2020 Q2	$1.08M	Buy	39,924 +25,270	+172%	+$629K	﹤0.01%	1762
2020 Q1	$316K	Sell	14,654 -50,460	-77%	-$1.46M	﹤0.01%	2460
2019 Q4	$2.12M	Buy	65,114 +3,479	+6%	+$109K	﹤0.01%	1314
2019 Q3	$1.87M	Buy	+61,635	New	+$1.87M	﹤0.01%	1302
2018 Q4	–	Sell	-21,395	Closed	-$696K	–	3169
2018 Q3	$696K	Buy	21,395 +4,727	+28%	+$154K	﹤0.01%	1958
2018 Q2	$525K	Buy	16,668 +1,227	+8%	+$37.5K	﹤0.01%	2152
2018 Q1	$449K	Buy	+15,441	New	+$455K	﹤0.01%	2252

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial's JPSE Position: Q2 2026 in Review

LPL Financial reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 4.5% in Q2 2026, selling an estimated $2.34M and leaving 866,298 shares worth $52.1M. The position accounts for 0.01% of the portfolio, ranked #986.

LPL Financial first reported a position in JPSE in Q1 2018 and has held it in 31 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

LPL Financial held 866,298 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $52.1M as of Q2 2026.
LPL Financial sold 40,823 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $2.34M.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #986 holding.
LPL Financial first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2018 and has held it in 31 quarters since.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.