LWM Advisory Services’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

LWM Advisory Services’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	$427K	Sell	7,091 -3,204	-31%	-$184K	0.76%	43
2026 Q1	$540K	Sell	10,295 -13,193	-56%	-$703K	0.58%	37
2025 Q4	$1.18M	Buy	23,488 +882	+4%	+$44.2K	0.69%	30
2025 Q3	$1.13M	Buy	22,606 +634	+3%	+$30.5K	0.66%	32
2025 Q2	$1,000K	Buy	21,972 +99	+0.5%	+$4.27K	0.69%	30
2025 Q1	$953K	Sell	21,873 -680	-3%	-$31.2K	0.66%	30
2024 Q4	$1.06M	Buy	22,553 +2,282	+11%	+$111K	0.73%	29
2024 Q3	$974K	Sell	20,271 -1,560	-7%	-$71.9K	0.72%	29
2024 Q2	$952K	Sell	21,831 -88	-0.4%	-$3.86K	0.8%	28
2024 Q1	$991K	Buy	21,919 +228	+1%	+$9.86K	0.79%	27
2023 Q4	$956K	Sell	21,691 -23,167	-52%	-$927K	0.84%	25
2023 Q3	$1.76M	Sell	44,858 -11,738	-21%	-$484K	1.89%	12
2023 Q2	$2.32M	Sell	56,596 -6,884	-11%	-$270K	2.45%	9
2023 Q1	$2.53M	Buy	63,480 +7,986	+14%	+$326K	2.7%	8
2022 Q4	$2.15M	Buy	55,494 +25,362	+84%	+$994K	2.38%	11
2022 Q3	$1.07M	Buy	30,132 +482	+2%	+$19K	1.21%	16
2022 Q2	$1.11M	Buy	+29,650	New	+$1.2M	1.33%	15

Other funds holding JPSE

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KFSN

Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

IAG

Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LWM Advisory Services's JPSE Position: Q2 2026 in Review

LWM Advisory Services reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 31% in Q2 2026, selling an estimated $184K and leaving 7,091 shares worth $427K. The position accounts for 0.76% of the portfolio, ranked #43.

LWM Advisory Services first reported a position in JPSE in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.53M in Q1 2023. 62 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

LWM Advisory Services held 7,091 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $427K as of Q2 2026.
LWM Advisory Services sold 3,204 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $184K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.76% of LWM Advisory Services's portfolio in Q2 2026, its #43 holding.
LWM Advisory Services first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2022 and has held it in 17 quarters since.
LWM Advisory Services's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $2.53M in Q1 2023.
62 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.