MUFG Americas’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

MUFG Americas’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
2022 Q4	–	Sell	-4,200	Closed	-$149K	–	459
2022 Q3	$149K	Hold	4,200	–	–	﹤0.01%	399
2022 Q2	$157K	Sell	4,200 -100	-2%	-$4.05K	﹤0.01%	397
2022 Q1	$188K	Hold	4,300	–	–	﹤0.01%	390
2021 Q4	$198K	Hold	4,300	–	–	﹤0.01%	398
2021 Q3	$186K	Hold	4,300	–	–	﹤0.01%	394
2021 Q2	$191K	Sell	4,300 -157	-4%	-$6.85K	﹤0.01%	391
2021 Q1	$189K	Hold	4,457	–	–	﹤0.01%	407
2020 Q4	$161K	Hold	4,457	–	–	﹤0.01%	413
2020 Q3	$127K	Hold	4,457	–	–	﹤0.01%	413
2020 Q2	$121K	Sell	4,457 -688	-13%	-$17.1K	﹤0.01%	418
2020 Q1	$111K	Buy	5,145 +1,891	+58%	+$54.6K	﹤0.01%	415
2019 Q4	$106K	Buy	+3,254	New	+$102K	﹤0.01%	445

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return

MUFG Americas's JPSE Position: Q4 2022 in Review

MUFG Americas sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q4 2022, closing a stake of 4,200 shares — an estimated $149K sold.

MUFG Americas first reported a position in JPSE in Q4 2019 and held it in 12 quarters. The position peaked at $198K in Q4 2021. 69 funds tracked by Wall St. Rank hold JPSE as of Q4 2022.

MUFG Americas reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 4,200 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q4 2022, an estimated $149K.
MUFG Americas first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2019 and held it in 12 quarters.
MUFG Americas's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $198K in Q4 2021.
69 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.