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

Parallel 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
2024 Q4	–	Sell	-70	Closed	-$3.36K	–	3576
2024 Q3	$3.36K	Buy	+70	New	+$3.23K	﹤0.01%	2743

Other funds holding JPSE

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

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

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

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

CAWM

Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Parallel Advisors's JPSE Position: Q4 2024 in Review

Parallel Advisors sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q4 2024, closing a stake of 70 shares — an estimated $3.36K sold.

Parallel Advisors first reported a position in JPSE in Q3 2024 and held it in 1 quarter. The position peaked at $3.36K in Q3 2024. 102 funds tracked by Wall St. Rank hold JPSE as of Q4 2024.

Parallel Advisors reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q4 2024 after selling out during the quarter.
Parallel Advisors sold 70 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q4 2024, an estimated $3.36K.
Parallel Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2024 and held it in 1 quarter.
Parallel Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $3.36K in Q3 2024.
102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q4 2024.

Based on Parallel Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.