P.J. Schmidt Investment Management (PJS)’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$1.14M	Sell	18,980 -1,927	-9%	-$110K	0.18%	73
2026 Q1	$1.1M	Sell	20,907 -1,771	-8%	-$94.4K	0.18%	71
2025 Q4	$1.14M	Sell	22,678 -373	-2%	-$18.7K	0.18%	74
2025 Q3	$1.15M	Sell	23,051 -646	-3%	-$31K	0.19%	76
2025 Q2	$1.08M	Buy	23,697 +899	+4%	+$38.8K	0.19%	76
2025 Q1	$994K	Buy	22,798 +363	+2%	+$16.7K	0.18%	72
2024 Q4	$1.05M	Buy	22,435 +470	+2%	+$22.9K	0.18%	68
2024 Q3	$1.05M	Buy	21,965 +942	+4%	+$43.4K	0.18%	70
2024 Q2	$917K	Buy	21,023 +587	+3%	+$25.8K	0.17%	75
2024 Q1	$924K	Buy	20,436 +2,218	+12%	+$95.9K	0.17%	75
2023 Q4	$784K	Buy	18,218 +1,992	+12%	+$79.7K	0.16%	80
2023 Q3	$615K	Buy	16,226 +1,076	+7%	+$44.3K	0.13%	87
2023 Q2	$643K	Buy	+15,150	New	+$595K	0.13%	92

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

P.J. Schmidt Investment Management (PJS)'s JPSE Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 9.2% in Q2 2026, selling an estimated $110K and leaving 18,980 shares worth $1.14M. The position accounts for 0.18% of the portfolio, ranked #73.

P.J. Schmidt Investment Management (PJS) first reported a position in JPSE in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.15M in Q3 2025. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 18,980 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $1.14M as of Q2 2026.
P.J. Schmidt Investment Management (PJS) sold 1,927 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $110K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.18% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #73 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2023 and has held it in 13 quarters since.
P.J. Schmidt Investment Management (PJS)'s JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1.15M in Q3 2025.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.