MFG
JPSE icon

Menard Financial Group’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Menard Financial Group’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
2022
Q1 		– Sell
-37,932
Closed -$1.74M – 141
2021
Q4 		$1.74M Buy
+37,932
New +$1.73M 1.43% 12

Other funds holding JPSE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Menard Financial Group's JPSE Position: Q1 2022 in Review

Menard Financial Group sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q1 2022, closing a stake of 37,932 shares — an estimated $1.74M sold.

Menard Financial Group first reported a position in JPSE in Q4 2021 and held it in 1 quarter. The position peaked at $1.74M in Q4 2021. 40 funds tracked by Wall St. Rank hold JPSE as of Q1 2022.

  • Menard Financial Group reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Menard Financial Group sold 37,932 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2022, an estimated $1.74M.
  • Menard Financial Group first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2021 and held it in 1 quarter.
  • Menard Financial Group's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1.74M in Q4 2021.
  • 40 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2022.

Based on Menard Financial Group's 13F filing for Q1 2022, filed 25 Apr 2022.