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

PSI 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
2024 Q1	–	Sell	-204	Closed	-$8.96K	–	833
2023 Q4	$8.96K	Buy	204 +2	+1%	+$80	﹤0.01%	533
2023 Q3	$7.93K	Buy	202 +1	+0.5%	+$41	﹤0.01%	529
2023 Q2	$8.23K	Buy	201 +1	+0.5%	+$39	﹤0.01%	520
2023 Q1	$7.97K	Buy	+200	New	+$8.15K	﹤0.01%	470

Other funds holding JPSE

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

CAWM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PSI Advisors's JPSE Position: Q1 2024 in Review

PSI Advisors sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q1 2024, closing a stake of 204 shares — an estimated $8.96K sold.

PSI Advisors first reported a position in JPSE in Q1 2023 and held it in 4 quarters. The position peaked at $8.96K in Q4 2023. 95 funds tracked by Wall St. Rank hold JPSE as of Q1 2024.

PSI Advisors reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
PSI Advisors sold 204 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2024, an estimated $8.96K.
PSI Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2023 and held it in 4 quarters.
PSI Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $8.96K in Q4 2023.
95 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2024.

Based on PSI Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.