McLaughlin Asset Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$714K Buy
11,863
+4
+0% +$229 0.49% 64
2026
Q1
$622K Sell
11,859
-331
-3% -$17.6K 0.59% 61
2025
Q4
$610K Buy
+12,190
New +$610K 0.55% 60

Other funds holding JPSE

McLaughlin Asset Management's JPSE Position: Q2 2026 in Review

McLaughlin Asset Management increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.03% in Q2 2026, buying an estimated $229 and bringing the position to 11,863 shares worth $714K. The position accounts for 0.49% of the portfolio, ranked #64.

McLaughlin Asset 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.

  • McLaughlin Asset Management held 11,863 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $714K as of Q2 2026.
  • McLaughlin Asset Management bought 4 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $229.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up 0.49% of McLaughlin Asset Management's portfolio in Q2 2026, its #64 holding.
  • McLaughlin Asset 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 McLaughlin Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.