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

Nottingham 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 Q3	$625K	Hold	11,034	–	–	0.08%	68
2026 Q2	$655K	Hold	11,034	–	–	0.08%	66
2026 Q1	$579K	Hold	11,034	–	–	0.07%	66
2025 Q4	$553K	Hold	11,034	–	–	0.08%	71
2025 Q3	$550K	Hold	11,034	–	–	0.08%	71
2025 Q2	$502K	Hold	11,034	–	–	0.07%	73
2025 Q1	$481K	Hold	11,034	–	–	0.07%	80
2024 Q4	$516K	Hold	11,034	–	–	0.07%	90
2024 Q3	$530K	Buy	+11,034	New	+$509K	0.06%	98

Other funds holding JPSE

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

Ipsen Advisor Group Little Rock, Arkansas $147M AUM 12.08% 1-Year Est. Return

Nottingham Advisors's JPSE Position: Q3 2026 in Review

Nottingham Advisors held its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) position steady in Q3 2026 at 11,034 shares worth $625K. The position accounts for 0.08% of the portfolio, ranked #68.

Nottingham Advisors first reported a position in JPSE in Q3 2024 and has held it in 9 quarters since. The position peaked at $655K in Q2 2026. 71 funds tracked by Wall St. Rank hold JPSE as of Q3 2026.

Nottingham Advisors held 11,034 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $625K as of Q3 2026.
Nottingham Advisors left its JPMorgan Diversified Return US Small Cap Equity ETF share count unchanged in Q3 2026.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.08% of Nottingham Advisors's portfolio in Q3 2026, its #68 holding.
Nottingham Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2024 and has held it in 9 quarters since.
Nottingham Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $655K in Q2 2026.
71 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2026.

Based on Nottingham Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.