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

ProCore 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
2026
Q1 		– Sell
-5,520
Closed -$276K – 89
2025
Q4 		$276K Buy
+5,520
New +$276K 0.28% 62

Other funds holding JPSE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

ProCore Advisors's JPSE Position: Q1 2026 in Review

ProCore Advisors sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q1 2026, closing a stake of 5,520 shares — an estimated $276K sold.

ProCore Advisors first reported a position in JPSE in Q4 2025 and held it in 1 quarter. The position peaked at $276K in Q4 2025. 115 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

  • ProCore Advisors reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • ProCore Advisors sold 5,520 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $276K.
  • ProCore Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2025 and held it in 1 quarter.
  • ProCore Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $276K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on ProCore Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.