Oak Harbor Wealth Partners’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Oak Harbor Wealth Partners’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	$811K	Sell	13,478 -38	-0.3%	-$2.18K	0.3%	77
2026 Q1	$709K	Sell	13,516 -218	-2%	-$11.6K	0.17%	118
2025 Q4	$688K	Sell	13,734 -5,642	-29%	-$283K	0.17%	113
2025 Q3	$965K	Buy	19,376 +6	+0%	+$288	0.24%	93
2025 Q2	$881K	Buy	19,370 +7,099	+58%	+$307K	0.24%	92
2025 Q1	$535K	Sell	12,271 -2,350	-16%	-$108K	0.15%	114
2024 Q4	$684K	Sell	14,621 -8,233	-36%	-$402K	0.2%	103
2024 Q3	$1.1M	Buy	22,854 +1,833	+9%	+$84.5K	0.31%	82
2024 Q2	$917K	Buy	21,021 +250	+1%	+$11K	0.29%	80
2024 Q1	$939K	Buy	+20,771	New	+$898K	0.29%	77

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

Oak Harbor Wealth Partners's JPSE Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.28% in Q2 2026, selling an estimated $2.18K and leaving 13,478 shares worth $811K. The position accounts for 0.3% of the portfolio, ranked #77.

Oak Harbor Wealth Partners first reported a position in JPSE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.1M in Q3 2024. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Oak Harbor Wealth Partners held 13,478 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $811K as of Q2 2026.
Oak Harbor Wealth Partners sold 38 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $2.18K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.3% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #77 holding.
Oak Harbor Wealth Partners first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2024 and has held it in 10 quarters since.
Oak Harbor Wealth Partners's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1.1M 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 Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.