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

NewEdge 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
2026 Q1	$915K	Sell	17,448 -3,241	-16%	-$173K	﹤0.01%	1556
2025 Q4	$1.04M	Sell	20,689 -2,066	-9%	-$103K	﹤0.01%	1466
2025 Q3	$1.13M	Buy	22,755 +154	+0.7%	+$7.4K	0.01%	1332
2025 Q2	$1.03M	Sell	22,601 -659	-3%	-$28.5K	0.01%	1274
2025 Q1	$1.01M	Buy	23,260 +153	+0.7%	+$7.03K	0.01%	1180
2024 Q4	$1.08M	Sell	23,107 -4,749	-17%	-$232K	0.01%	1115
2024 Q3	$1.34M	Sell	27,856 -3,751	-12%	-$173K	0.01%	971
2024 Q2	$1.38M	Buy	31,607 +514	+2%	+$22.6K	0.01%	921
2024 Q1	$1.41M	Sell	31,093 -1,546	-5%	-$66.8K	0.01%	832
2023 Q4	$1.44M	Buy	32,639 +3,454	+12%	+$138K	0.01%	785
2023 Q3	$1.15M	Buy	29,185 +1,959	+7%	+$80.7K	0.01%	804
2023 Q2	$1.12M	Buy	27,226 +2,833	+12%	+$111K	0.01%	812
2023 Q1	$922K	Buy	24,393 +697	+3%	+$28.4K	0.01%	814
2022 Q4	$918K	Buy	+23,696	New	+$929K	0.02%	534

Other funds holding JPSE

KOC

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

NewEdge Advisors's JPSE Position: Q1 2026 in Review

NewEdge Advisors reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 16% in Q1 2026, selling an estimated $173K and leaving 17,448 shares worth $915K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

NewEdge Advisors first reported a position in JPSE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.44M in Q4 2023. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

NewEdge Advisors held 17,448 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $915K as of Q1 2026.
NewEdge Advisors sold 3,241 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $173K.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1556 holding.
NewEdge Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1.44M in Q4 2023.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.