Nations Financial Group’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Nations Financial Group’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	$250K	Sell	4,159 -144	-3%	-$8.26K	0.01%	691
2026 Q1	$226K	Sell	4,303 -462	-10%	-$24.6K	0.01%	710
2025 Q4	$239K	Sell	4,765 -613	-11%	-$30.7K	0.01%	673
2025 Q3	$268K	Sell	5,378 -409	-7%	-$19.7K	0.02%	611
2025 Q2	$263K	Sell	5,787 -1,199	-17%	-$51.8K	0.02%	589
2025 Q1	$305K	Sell	6,986 -952	-12%	-$43.7K	0.02%	532
2024 Q4	$372K	Sell	7,938 -3,594	-31%	-$175K	0.03%	512
2024 Q3	$554K	Sell	11,532 -30	-0.3%	-$1.38K	0.04%	411
2024 Q2	$504K	Buy	11,562 +2,027	+21%	+$89K	0.04%	401
2024 Q1	$431K	Buy	9,535 +2,638	+38%	+$114K	0.04%	450
2023 Q4	$304K	Buy	+6,897	New	+$276K	0.03%	513

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

Nations Financial Group's JPSE Position: Q2 2026 in Review

Nations Financial Group reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 3.3% in Q2 2026, selling an estimated $8.26K and leaving 4,159 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #691.

Nations Financial Group first reported a position in JPSE in Q4 2023 and has held it in 11 quarters since. The position peaked at $554K in Q3 2024. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Nations Financial Group held 4,159 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $250K as of Q2 2026.
Nations Financial Group sold 144 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $8.26K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #691 holding.
Nations Financial Group first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
Nations Financial Group's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $554K in Q3 2024.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.