Medallion Wealth Advisors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Medallion Wealth Advisors’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	$149K	Buy	3,048 +3,045	+101,500%	+$175K	0.05%	283
2026 Q1	$161	Hold	3	–	–	﹤0.01%	1102
2025 Q4	$153	Hold	3	–	–	﹤0.01%	1100
2025 Q3	$152	Hold	3	–	–	﹤0.01%	1083
2025 Q2	$140	Hold	3	–	–	﹤0.01%	1074
2025 Q1	$132	Buy	3 +1	+50%	+$46	﹤0.01%	1051
2024 Q4	$94	Buy	+2	New	+$98	﹤0.01%	997

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

Medallion Wealth Advisors's JPSE Position: Q2 2026 in Review

Medallion Wealth Advisors increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 101,500% in Q2 2026, buying an estimated $175K and bringing the position to 3,048 shares worth $149K. The position accounts for 0.05% of the portfolio, ranked #283.

Medallion Wealth Advisors first reported a position in JPSE in Q4 2024 and has held it in 7 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Medallion Wealth Advisors held 3,048 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $149K as of Q2 2026.
Medallion Wealth Advisors bought 3,045 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $175K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.05% of Medallion Wealth Advisors's portfolio in Q2 2026, its #283 holding.
Medallion Wealth Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.