Mendel Money Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Mendel Money Management’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
2025 Q3	–	Sell	-9,961	Closed	-$453K	–	153
2025 Q2	$453K	Buy	9,961 +491	+5%	+$21.2K	0.2%	104
2025 Q1	$413K	Buy	9,470 +732	+8%	+$33.6K	0.2%	106
2024 Q4	$409K	Buy	8,738 +725	+9%	+$35.4K	0.18%	112
2024 Q3	$385K	Sell	8,013 -2,233	-22%	-$103K	0.17%	113
2024 Q2	$447K	Buy	10,246 +211	+2%	+$9.26K	0.21%	99
2024 Q1	$454K	Buy	10,035 +395	+4%	+$17.1K	0.21%	95
2023 Q4	$425K	Buy	9,640 +725	+8%	+$29K	0.2%	96
2023 Q3	$350K	Buy	8,915 +415	+5%	+$17.1K	0.19%	101
2023 Q2	$348K	Buy	8,500 +701	+9%	+$27.5K	0.18%	105
2023 Q1	$311K	Buy	7,799 +1,011	+15%	+$41.2K	0.17%	103
2022 Q4	$263K	Buy	6,788 +488	+8%	+$19.1K	0.15%	109
2022 Q3	$223K	Buy	+6,300	New	+$248K	0.14%	108

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

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 $1.09B AUM 23.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Mendel Money Management's JPSE Position: Q3 2025 in Review

Mendel Money Management sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q3 2025, closing a stake of 9,961 shares — an estimated $453K sold.

Mendel Money Management first reported a position in JPSE in Q3 2022 and held it in 12 quarters. The position peaked at $454K in Q1 2024. 102 funds tracked by Wall St. Rank hold JPSE as of Q3 2025.

Mendel Money Management reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
Mendel Money Management sold 9,961 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q3 2025, an estimated $453K.
Mendel Money Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2022 and held it in 12 quarters.
Mendel Money Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $454K in Q1 2024.
102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2025.

Based on Mendel Money Management's 13F filing for Q3 2025, filed 10 Nov 2025.