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 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 $1.19B AUM 15.91% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

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

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

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mariner's JPSE Position: Q1 2026 in Review

Mariner reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 1.4% in Q1 2026, selling an estimated $4.37K and leaving 5,736 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #2867.

Mariner first reported a position in JPSE in Q3 2023 and has held it in 9 quarters since. The position peaked at $403K in Q3 2023. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

Mariner held 5,736 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $301K as of Q1 2026.
Mariner sold 82 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $4.37K.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2867 holding.
Mariner first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2023 and has held it in 9 quarters since.
Mariner's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $403K in Q3 2023.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.