Prospera Financial Services’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Prospera Financial Services’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 Q4	–	Sell	-7,519	Closed	-$375K	–	1402
2025 Q3	$375K	Buy	7,519 +78	+1%	+$3.75K	0.01%	1066
2025 Q2	$339K	Sell	7,441 -316	-4%	-$13.6K	0.01%	1061
2025 Q1	$338K	Buy	7,757 +11	+0.1%	+$505	0.01%	939
2024 Q4	$363K	Buy	7,746 +831	+12%	+$40.6K	0.01%	854
2024 Q3	$332K	Buy	6,915 +22	+0.3%	+$1.01K	0.01%	880
2024 Q2	$301K	Sell	6,893 -392	-5%	-$17.2K	0.01%	917
2024 Q1	$329K	Buy	7,285 +10	+0.1%	+$432	0.01%	866
2023 Q4	$321K	Sell	7,275 -207	-3%	-$8.28K	0.01%	817
2023 Q3	$294K	Buy	+7,482	New	+$308K	0.01%	814

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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Prospera Financial Services's JPSE Position: Q4 2025 in Review

Prospera Financial Services sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q4 2025, closing a stake of 7,519 shares — an estimated $375K sold.

Prospera Financial Services first reported a position in JPSE in Q3 2023 and held it in 9 quarters. The position peaked at $375K in Q3 2025. 111 funds tracked by Wall St. Rank hold JPSE as of Q4 2025.

Prospera Financial Services reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
Prospera Financial Services sold 7,519 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q4 2025, an estimated $375K.
Prospera Financial Services first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2023 and held it in 9 quarters.
Prospera Financial Services's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $375K in Q3 2025.
111 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.