Northwestern Mutual Wealth Management’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
Q1
$11.2M Buy
213,561
+5,925
+3% +$316K 0.01% 581
2025
Q4
$10.4M Buy
207,636
+14,994
+8% +$751K 0.01% 568
2025
Q3
$9.6M Buy
192,642
+2,302
+1% +$111K 0.01% 551
2025
Q2
$8.66M Buy
190,340
+26,569
+16% +$1.15M 0.01% 537
2025
Q1
$7.14M Buy
163,771
+14,089
+9% +$647K 0.01% 557
2024
Q4
$7.01M Buy
149,682
+6,978
+5% +$341K 0.01% 533
2024
Q3
$6.85M Buy
142,704
+11,718
+9% +$540K 0.01% 548
2024
Q2
$5.71M Buy
130,986
+4,282
+3% +$188K 0.01% 561
2024
Q1
$5.73M Buy
126,704
+12,256
+11% +$530K 0.01% 529
2023
Q4
$5.04M Buy
114,448
+10,969
+11% +$439K 0.01% 545
2023
Q3
$4.07M Buy
103,479
+10,590
+11% +$436K 0.01% 546
2023
Q2
$3.8M Buy
+92,889
New +$3.65M ﹤0.01% 553
2022
Q3
Sell
-650
Closed -$24K 3251
2022
Q2
$24K Buy
+650
New +$26.3K ﹤0.01% 2172
2022
Q1
Sell
-130
Closed -$6K 3256
2021
Q4
$6K Buy
+130
New +$5.92K ﹤0.01% 2734

Other funds holding JPSE

Northwestern Mutual Wealth Management's JPSE Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 2.9% in Q1 2026, buying an estimated $316K and bringing the position to 213,561 shares worth $11.2M. The position accounts for 0.01% of the portfolio, ranked #581.

Northwestern Mutual Wealth Management first reported a position in JPSE in Q4 2021 and has held it in 14 quarters since. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

  • Northwestern Mutual Wealth Management held 213,561 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $11.2M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 5,925 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $316K.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #581 holding.
  • Northwestern Mutual Wealth Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2021 and has held it in 14 quarters since.
  • 114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.