MML Investors Services’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

MML Investors Services’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	$671K	Buy	11,157 +2,082	+23%	+$119K	﹤0.01%	2265
2026 Q1	$476K	Sell	9,075 -3,409	-27%	-$182K	﹤0.01%	2253
2025 Q4	$625K	Sell	12,484 -1,776	-12%	-$88.9K	﹤0.01%	2109
2025 Q3	$710K	Sell	14,260 -21,919	-61%	-$1.05M	﹤0.01%	1948
2025 Q2	$1.65M	Buy	36,179 +3,491	+11%	+$151K	﹤0.01%	1364
2025 Q1	$1.43M	Buy	32,688 +2,867	+10%	+$132K	﹤0.01%	1361
2024 Q4	$1.4M	Buy	29,821 +333	+1%	+$16.3K	﹤0.01%	1316
2024 Q3	$1.42M	Sell	29,488 -1,661	-5%	-$76.6K	0.01%	1290
2024 Q2	$1.36M	Sell	31,149 -513	-2%	-$22.5K	0.01%	1237
2024 Q1	$1.43M	Buy	31,662 +3,766	+14%	+$163K	0.01%	1219
2023 Q4	$1.23M	Buy	27,896 +5,246	+23%	+$210K	0.01%	1229
2023 Q3	$890K	Buy	22,650 +2,693	+13%	+$111K	﹤0.01%	1284
2023 Q2	$817K	Buy	19,957 +7,733	+63%	+$304K	﹤0.01%	1334
2023 Q1	$487K	Sell	12,224 -3,600	-23%	-$147K	﹤0.01%	1418
2022 Q4	$613K	Buy	15,824 +5,827	+58%	+$228K	﹤0.01%	1399
2022 Q3	$354K	Buy	+9,997	New	+$394K	﹤0.01%	1597

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

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

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 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

MML Investors Services's JPSE Position: Q2 2026 in Review

MML Investors Services increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 23% in Q2 2026, buying an estimated $119K and bringing the position to 11,157 shares worth $671K. The position accounts for ﹤0.01% of the portfolio, ranked #2265.

MML Investors Services first reported a position in JPSE in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.65M in Q2 2025. 77 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

MML Investors Services held 11,157 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $671K as of Q2 2026.
MML Investors Services bought 2,082 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $119K.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2265 holding.
MML Investors Services first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2022 and has held it in 16 quarters since.
MML Investors Services's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1.65M in Q2 2025.
77 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.