Morgan Stanley’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.6M | Buy |
309,893
+37,327
| +14% | +$2.14M | ﹤0.01% | 3156 |
|
|
2026
Q1 | $14.3M | Sell |
272,566
-18,222
| -6% | -$972K | ﹤0.01% | 3261 |
|
|
2025
Q4 | $14.6M | Buy |
290,788
+27,580
| +10% | +$1.38M | ﹤0.01% | 3231 |
|
|
2025
Q3 | $13.1M | Sell |
263,208
-247
| -0.1% | -$11.9K | ﹤0.01% | 3301 |
|
|
2025
Q2 | $12M | Sell |
263,455
-17,817
| -6% | -$769K | ﹤0.01% | 3279 |
|
|
2025
Q1 | $12.3M | Sell |
281,272
-302
| -0.1% | -$13.9K | ﹤0.01% | 3158 |
|
|
2024
Q4 | $13.2M | Buy |
281,574
+23,090
| +9% | +$1.13M | ﹤0.01% | 3143 |
|
|
2024
Q3 | $12.4M | Buy |
258,484
+2,041
| +0.8% | +$94.1K | ﹤0.01% | 3259 |
|
|
2024
Q2 | $11.2M | Buy |
256,443
+21,346
| +9% | +$937K | ﹤0.01% | 3238 |
|
|
2024
Q1 | $10.6M | Buy |
235,097
+95,830
| +69% | +$4.14M | ﹤0.01% | 3301 |
|
|
2023
Q4 | $6.14M | Sell |
139,267
-5,251
| -4% | -$210K | ﹤0.01% | 3750 |
|
|
2023
Q3 | $5.68M | Sell |
144,518
-206,048
| -59% | -$8.49M | ﹤0.01% | 3644 |
|
|
2023
Q2 | $14.4M | Sell |
350,566
-2,354
| -0.7% | -$92.5K | ﹤0.01% | 2819 |
|
|
2023
Q1 | $14.1M | Buy |
352,920
+73,301
| +26% | +$2.99M | ﹤0.01% | 2819 |
|
|
2022
Q4 | $10.8M | Buy |
279,619
+98,111
| +54% | +$3.85M | ﹤0.01% | 3001 |
|
|
2022
Q3 | $6.42M | Buy |
181,508
+46,519
| +34% | +$1.83M | ﹤0.01% | 3450 |
|
|
2022
Q2 | $5.05M | Buy |
134,989
+6,973
| +5% | +$282K | ﹤0.01% | 3755 |
|
|
2022
Q1 | $5.61M | Buy |
128,016
+30,670
| +32% | +$1.33M | ﹤0.01% | 3556 |
|
|
2021
Q4 | $4.47M | Buy |
97,346
+17,667
| +22% | +$805K | ﹤0.01% | 3834 |
|
|
2021
Q3 | $3.44M | Sell |
79,679
-7,701
| -9% | -$335K | ﹤0.01% | 4090 |
|
|
2021
Q2 | $3.88M | Buy |
87,380
+13,333
| +18% | +$582K | ﹤0.01% | 4048 |
|
|
2021
Q1 | $3.13M | Buy |
74,047
+34,632
| +88% | +$1.42M | ﹤0.01% | 3886 |
|
|
2020
Q4 | $1.42M | Buy |
39,415
+27,061
| +219% | +$885K | ﹤0.01% | 4429 |
|
|
2020
Q3 | $351K | Buy |
12,354
+296
| +2% | +$8.49K | ﹤0.01% | 4817 |
|
|
2020
Q2 | $327K | Sell |
12,058
-2,447
| -17% | -$60.9K | ﹤0.01% | 4823 |
|
|
2020
Q1 | $313K | Sell |
14,505
-57,841
| -80% | -$1.67M | ﹤0.01% | 4639 |
|
|
2019
Q4 | $2.36M | Buy |
72,346
+8,642
| +14% | +$270K | ﹤0.01% | 3906 |
|
|
2019
Q3 | $1.93M | Sell |
63,704
-8,022
| -11% | -$244K | ﹤0.01% | 3828 |
|
|
2019
Q2 | $2.21M | Sell |
71,726
-235
| -0.3% | -$7.18K | ﹤0.01% | 3697 |
|
|
2019
Q1 | $2.18M | Sell |
71,961
-189
| -0.3% | -$5.62K | ﹤0.01% | 3514 |
|
|
2018
Q4 | $1.94M | Buy |
72,150
+72,113
| +194,900% | +$2.13M | ﹤0.01% | 3800 |
|
|
2018
Q3 | $1K | Sell |
37
-86
| -70% | -$2.8K | ﹤0.01% | 6629 |
|
|
2018
Q2 | $4K | Buy |
+123
| New | +$3.76K | ﹤0.01% | 6470 |
|
Other funds holding JPSE
KOC
HFM
AWM
GA
Morgan Stanley's JPSE Position: Q2 2026 in Review
Morgan Stanley increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 14% in Q2 2026, buying an estimated $2.14M and bringing the position to 309,893 shares worth $18.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3156.
Morgan Stanley first reported a position in JPSE in Q2 2018 and has held it in 33 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.
- Morgan Stanley held 309,893 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $18.6M as of Q2 2026.
- Morgan Stanley bought 37,327 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $2.14M.
- JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3156 holding.
- Morgan Stanley first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2018 and has held it in 33 quarters since.
- 117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.