Pinnacle Associates’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Pinnacle Associates’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	$480K	Sell	7,975 -990	-11%	-$56.8K	0.01%	703
2026 Q1	$470K	Hold	8,965	–	–	0.01%	669
2025 Q4	$449K	Buy	8,965 +106	+1%	+$5.31K	0.01%	678
2025 Q3	$441K	Hold	8,859	–	–	0.01%	664
2025 Q2	$403K	Hold	8,859	–	–	0.01%	674
2025 Q1	$386K	Hold	8,859	–	–	0.01%	666
2024 Q4	$415K	Sell	8,859 -2,346	-21%	-$115K	0.01%	644
2024 Q3	$494K	Buy	11,205 +2,346	+26%	+$108K	0.01%	567
2024 Q2	$386K	Sell	8,859 -181	-2%	-$7.94K	0.01%	640
2024 Q1	$409K	Sell	9,040 -2,165	-19%	-$93.6K	0.01%	628
2023 Q4	$494K	Hold	11,205	–	–	0.01%	575
2023 Q3	$440K	Sell	11,205 -6,790	-38%	-$280K	0.01%	576
2023 Q2	$737K	Buy	17,995 +6,465	+56%	+$254K	0.01%	510
2023 Q1	$460K	Hold	11,530	–	–	0.01%	539
2022 Q4	$447K	Hold	11,530	–	–	0.01%	522
2022 Q3	$408K	Sell	11,530 -8,789	-43%	-$347K	0.01%	536
2022 Q2	$760K	Sell	20,319 -2,091	-9%	-$84.7K	0.02%	461
2022 Q1	$982K	Hold	22,410	–	–	0.02%	448
2021 Q4	$1.03M	Hold	22,410	–	–	0.02%	449
2021 Q3	$969K	Hold	22,410	–	–	0.02%	448
2021 Q2	$995K	Hold	22,410	–	–	0.02%	434
2021 Q1	$948K	Hold	22,410	–	–	0.02%	426
2020 Q4	$807K	Sell	22,410 -3,375	-13%	-$110K	0.02%	431
2020 Q3	$733K	Hold	25,785	–	–	0.02%	428
2020 Q2	$700K	Sell	25,785 -900	-3%	-$22.4K	0.02%	431
2020 Q1	$575K	Buy	+26,685	New	+$771K	0.02%	440

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

Pinnacle Associates's JPSE Position: Q2 2026 in Review

Pinnacle Associates reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 11% in Q2 2026, selling an estimated $56.8K and leaving 7,975 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #703.

Pinnacle Associates first reported a position in JPSE in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.03M in Q4 2021. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Pinnacle Associates held 7,975 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $480K as of Q2 2026.
Pinnacle Associates sold 990 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $56.8K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #703 holding.
Pinnacle Associates first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2020 and has held it in 26 quarters since.
Pinnacle Associates's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1.03M in Q4 2021.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.