Principal Securities’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Principal Securities’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
2025 Q3	–	Sell	-103	Closed	-$4.68K	–	3797
2025 Q2	$4.68K	Sell	103 -179	-63%	-$7.73K	﹤0.01%	2893
2025 Q1	$13.2K	Hold	282	–	–	﹤0.01%	2408
2024 Q4	$13.2K	Hold	282	–	–	﹤0.01%	2404
2024 Q3	$13.5K	Hold	282	–	–	﹤0.01%	2295
2024 Q2	$12.3K	Buy	282 +226	+404%	+$9.92K	﹤0.01%	2300
2024 Q1	$2.53K	Hold	56	–	–	﹤0.01%	2810
2023 Q4	$2.47K	Buy	+56	New	+$2.24K	﹤0.01%	2756

Other funds holding JPSE

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

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

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

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GKWIM

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

Principal Securities's JPSE Position: Q3 2025 in Review

Principal Securities sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q3 2025, closing a stake of 103 shares — an estimated $4.68K sold.

Principal Securities first reported a position in JPSE in Q4 2023 and held it in 7 quarters. The position peaked at $13.5K in Q3 2024. 102 funds tracked by Wall St. Rank hold JPSE as of Q3 2025.

Principal Securities reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
Principal Securities sold 103 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q3 2025, an estimated $4.68K.
Principal Securities first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2023 and held it in 7 quarters.
Principal Securities's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $13.5K in Q3 2024.
102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.