Personal CFO Solutions’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Personal CFO Solutions’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 Q2	–	Sell	-31,548	Closed	-$1.43M	–	576
2024 Q1	$1.43M	Buy	31,548 +2,167	+7%	+$93.7K	0.22%	87
2023 Q4	$1.29M	Buy	29,381 +3,085	+12%	+$123K	0.22%	84
2023 Q3	$1.03M	Buy	26,296 +6,392	+32%	+$263K	0.2%	99
2023 Q2	$815K	Buy	19,904 +6,761	+51%	+$266K	0.17%	124
2023 Q1	$524K	Buy	13,143 +2,730	+26%	+$111K	0.11%	184
2022 Q4	$403K	Buy	+10,413	New	+$408K	0.09%	224

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

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

CAWM

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

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

Personal CFO Solutions's JPSE Position: Q2 2024 in Review

Personal CFO Solutions sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2024, closing a stake of 31,548 shares — an estimated $1.43M sold.

Personal CFO Solutions first reported a position in JPSE in Q4 2022 and held it in 6 quarters. The position peaked at $1.43M in Q1 2024. 96 funds tracked by Wall St. Rank hold JPSE as of Q2 2024.

Personal CFO Solutions reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
Personal CFO Solutions sold 31,548 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2024, an estimated $1.43M.
Personal CFO Solutions first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2022 and held it in 6 quarters.
Personal CFO Solutions's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1.43M in Q1 2024.
96 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2024.

Based on Personal CFO Solutions's 13F filing for Q2 2024, filed 9 Aug 2024.