N.E.W. Advisory Services’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
$70.4K Buy
1,170
+1
+0.1% +$57 ﹤0.01% 332
2026
Q1
$61.3K Sell
1,169
-1,683
-59% -$89.7K ﹤0.01% 341
2025
Q4
$143K Buy
2,852
+2,502
+715% +$125K 0.01% 242
2025
Q3
$17.5K Buy
350
+1
+0.3% +$48 ﹤0.01% 488
2025
Q2
$15.9K Sell
349
-9,638
-97% -$416K ﹤0.01% 494
2025
Q1
$435K Buy
9,987
+5,004
+100% +$230K 0.03% 140
2024
Q4
$233K Sell
4,983
-352
-7% -$17.2K 0.02% 177
2024
Q3
$256K Sell
5,335
-911
-15% -$42K 0.03% 165
2024
Q2
$272K Sell
6,246
-176
-3% -$7.72K 0.03% 148
2024
Q1
$290K Sell
6,422
-13,201
-67% -$571K 0.03% 139
2023
Q4
$865K Sell
19,623
-53,409
-73% -$2.14M 0.1% 74
2023
Q3
$2.87M Buy
+73,032
New +$3.01M 0.41% 42

Other funds holding JPSE

N.E.W. Advisory Services's JPSE Position: Q2 2026 in Review

N.E.W. Advisory Services increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.09% in Q2 2026, buying an estimated $57 and bringing the position to 1,170 shares worth $70.4K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

N.E.W. Advisory Services first reported a position in JPSE in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.87M in Q3 2023. 75 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

  • N.E.W. Advisory Services held 1,170 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $70.4K as of Q2 2026.
  • N.E.W. Advisory Services bought 1 JPMorgan Diversified Return US Small Cap Equity ETF share in Q2 2026, an estimated $57.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #332 holding.
  • N.E.W. Advisory Services first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • N.E.W. Advisory Services's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $2.87M in Q3 2023.
  • 75 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.