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

Mariner’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	–	Sell	-5,736	Closed	-$301K	–	3740
2026 Q1	$301K	Sell	5,736 -82	-1%	-$4.37K	﹤0.01%	2867
2025 Q4	$291K	Buy	5,818 +140	+2%	+$7.01K	﹤0.01%	2870
2025 Q3	$283K	Sell	5,678 -608	-10%	-$29.2K	﹤0.01%	2861
2025 Q2	$286K	Buy	6,286 +442	+8%	+$19.1K	﹤0.01%	2763
2025 Q1	$255K	Buy	5,844 +451	+8%	+$20.7K	﹤0.01%	2785
2024 Q4	$252K	Buy	+5,393	New	+$263K	﹤0.01%	2787
2024 Q2	–	Sell	-5,694	Closed	-$257K	–	3233
2024 Q1	$257K	Sell	5,694 -1,536	-21%	-$66.4K	﹤0.01%	2569
2023 Q4	$319K	Sell	7,230 -3,035	-30%	-$121K	﹤0.01%	2281
2023 Q3	$403K	Buy	+10,265	New	+$423K	﹤0.01%	1916

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

Mariner's JPSE Position: Q2 2026 in Review

Mariner sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2026, closing a stake of 5,736 shares — an estimated $301K sold.

Mariner first reported a position in JPSE in Q3 2023 and held it in 9 quarters. The position peaked at $403K in Q3 2023. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Mariner reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
Mariner sold 5,736 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $301K.
Mariner first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2023 and held it in 9 quarters.
Mariner's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $403K in Q3 2023.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.