Mutual Advisors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Mutual Advisors’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
2024 Q2	–	Sell	-17,681	Closed	-$799K	–	1124
2024 Q1	$799K	Sell	17,681 -22,064	-56%	-$954K	0.03%	551
2023 Q4	$1.75M	Sell	39,745 -10,223	-20%	-$409K	0.06%	305
2023 Q3	$1.96M	Buy	49,968 +39,840	+393%	+$1.64M	0.08%	244
2023 Q2	$415K	Sell	10,128 -37,785	-79%	-$1.48M	0.02%	700
2023 Q1	$1.91M	Buy	47,913 +24,403	+104%	+$995K	0.08%	251
2022 Q4	$911K	Sell	23,510 -17,518	-43%	-$687K	0.04%	429
2022 Q3	$1.45M	Buy	41,028 +24,003	+141%	+$946K	0.07%	266
2022 Q2	$637K	Sell	17,025 -1,491	-8%	-$60.4K	0.04%	464
2022 Q1	$811K	Buy	+18,516	New	+$803K	0.05%	440

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

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

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

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

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

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

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

CAWM

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

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

Mutual Advisors's JPSE Position: Q2 2024 in Review

Mutual Advisors sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2024, closing a stake of 17,681 shares — an estimated $799K sold.

Mutual Advisors first reported a position in JPSE in Q1 2022 and held it in 9 quarters. The position peaked at $1.96M in Q3 2023. 96 funds tracked by Wall St. Rank hold JPSE as of Q2 2024.

Mutual Advisors reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
Mutual Advisors sold 17,681 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2024, an estimated $799K.
Mutual Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2022 and held it in 9 quarters.
Mutual Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1.96M in Q3 2023.
96 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2024.

Based on Mutual Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.