Mercer Global Advisors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Mercer Global 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	$859K	Sell	14,285 -33	-0.2%	-$1.89K	﹤0.01%	1865
2026 Q1	$751K	Sell	14,318 -486	-3%	-$25.9K	﹤0.01%	1720
2025 Q4	$741K	Sell	14,804 -1,450	-9%	-$72.6K	﹤0.01%	1623
2025 Q3	$810K	Buy	16,254 +2,013	+14%	+$96.7K	﹤0.01%	1492
2025 Q2	$648K	Sell	14,241 -2,739	-16%	-$118K	﹤0.01%	1430
2025 Q1	$740K	Sell	16,980 -7,811	-32%	-$359K	﹤0.01%	1275
2024 Q4	$1.16M	Sell	24,791 -1,410	-5%	-$68.8K	﹤0.01%	1037
2024 Q3	$1.25M	Buy	26,201 +353	+1%	+$16.3K	﹤0.01%	932
2024 Q2	$1.13M	Sell	25,848 -709	-3%	-$31.1K	﹤0.01%	918
2024 Q1	$1.2M	Sell	26,557 -8,944	-25%	-$387K	﹤0.01%	892
2023 Q4	$1.56M	Sell	35,501 -17,923	-34%	-$717K	﹤0.01%	803
2023 Q3	$2.1M	Sell	53,424 -91,772	-63%	-$3.78M	0.01%	685
2023 Q2	$5.95M	Buy	+145,196	New	+$5.71M	0.02%	408

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

Mercer Global Advisors's JPSE Position: Q2 2026 in Review

Mercer Global Advisors reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.23% in Q2 2026, selling an estimated $1.89K and leaving 14,285 shares worth $859K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

Mercer Global Advisors first reported a position in JPSE in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.95M in Q2 2023. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Mercer Global Advisors held 14,285 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $859K as of Q2 2026.
Mercer Global Advisors sold 33 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $1.89K.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1865 holding.
Mercer Global Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2023 and has held it in 13 quarters since.
Mercer Global Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $5.95M in Q2 2023.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.