Raymond James Financial’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Raymond James Financial’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	$38.7M	Sell	738,588 -9,442	-1%	-$503K	0.01%	1019
2025 Q4	$37.5M	Sell	748,030 -20,069	-3%	-$1.01M	0.01%	1006
2025 Q3	$38.3M	Sell	768,099 -28,217	-4%	-$1.36M	0.01%	973
2025 Q2	$36.2M	Sell	796,316 -525,688	-40%	-$22.7M	0.01%	962
2025 Q1	$57.6M	Sell	1,322,004 -73,135	-5%	-$3.36M	0.02%	647
2024 Q4	$65.3M	Buy	+1,395,139	New	+$68.1M	0.02%	590

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

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

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Raymond James Financial's JPSE Position: Q1 2026 in Review

Raymond James Financial reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 1.3% in Q1 2026, selling an estimated $503K and leaving 738,588 shares worth $38.7M. The position accounts for 0.01% of the portfolio, ranked #1019.

Raymond James Financial first reported a position in JPSE in Q4 2024 and has held it in 6 quarters since. The position peaked at $65.3M in Q4 2024. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

Raymond James Financial held 738,588 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $38.7M as of Q1 2026.
Raymond James Financial sold 9,442 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $503K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1019 holding.
Raymond James Financial first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $65.3M in Q4 2024.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.