Money Concepts Capital’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Money Concepts Capital’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	$582K	Buy	9,681 +5,421	+127%	+$311K	0.03%	395
2026 Q1	$223K	Buy	+4,260	New	+$227K	0.01%	523
2023 Q1	–	Sell	-2,619	Closed	-$101K	–	1776
2022 Q4	$101K	Buy	2,619 +1,404	+116%	+$55K	﹤0.01%	956
2022 Q3	$43K	Buy	1,215 +915	+305%	+$36.1K	﹤0.01%	746
2022 Q2	$11K	Hold	300	–	–	﹤0.01%	1015
2022 Q1	$13K	Sell	300 -1,600	-84%	-$69.4K	﹤0.01%	1813
2021 Q4	$87K	Buy	+1,900	New	+$86.5K	0.01%	560
2021 Q1	$80K	Buy	+1,900	New	+$77.7K	0.01%	539

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

Money Concepts Capital's JPSE Position: Q2 2026 in Review

Money Concepts Capital increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 127% in Q2 2026, buying an estimated $311K and bringing the position to 9,681 shares worth $582K. The position accounts for 0.03% of the portfolio, ranked #395.

Money Concepts Capital first reported a position in JPSE in Q1 2021 and has held it in 8 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Money Concepts Capital held 9,681 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $582K as of Q2 2026.
Money Concepts Capital bought 5,421 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $311K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.03% of Money Concepts Capital's portfolio in Q2 2026, its #395 holding.
Money Concepts Capital first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2021 and has held it in 8 quarters since.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.