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Miller Global Investments’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Miller Global Investments’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 		$503K Sell
8,365
-290
-3% -$16.6K 0.42% 86
2026
Q1 		$454K Sell
8,655
-281
-3% -$15K 0.42% 77
2025
Q4 		$447K Buy
+8,936
New +$448K 0.41% 80

Other funds holding JPSE

HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
IAG
Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Miller Global Investments's JPSE Position: Q2 2026 in Review

Miller Global Investments reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 3.4% in Q2 2026, selling an estimated $16.6K and leaving 8,365 shares worth $503K. The position accounts for 0.42% of the portfolio, ranked #86.

Miller Global Investments first reported a position in JPSE in Q4 2025 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

  • Miller Global Investments held 8,365 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $503K as of Q2 2026.
  • Miller Global Investments sold 290 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $16.6K.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up 0.42% of Miller Global Investments's portfolio in Q2 2026, its #86 holding.
  • Miller Global Investments first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.