Redwood Financial Network’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Redwood Financial Network’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 Q2	$350K	Sell	5,816 -485	-8%	-$27.8K	0.19%	126
2026 Q1	$330K	Sell	6,301 -1,760	-22%	-$93.8K	0.22%	126
2025 Q4	$404K	Sell	8,061 -4,075	-34%	-$204K	0.26%	110
2025 Q3	$604K	Sell	12,136 -1,995	-14%	-$95.9K	0.38%	75
2025 Q2	$643K	Sell	14,131 -406	-3%	-$17.5K	0.43%	62
2025 Q1	$634K	Sell	14,537 -332	-2%	-$15.2K	0.48%	58
2024 Q4	$696K	Buy	14,869 +4	+0%	+$195	0.52%	52
2024 Q3	$714K	Buy	14,865 +2	+0%	+$92	0.56%	49
2024 Q2	$648K	Buy	14,863 +291	+2%	+$12.8K	0.54%	54
2024 Q1	$659K	Sell	14,572 -771	-5%	-$33.3K	0.57%	52
2023 Q4	$676K	Sell	15,343 -180	-1%	-$7.2K	0.66%	48
2023 Q3	$610K	Buy	15,523 +940	+6%	+$38.7K	0.65%	50
2023 Q2	$597K	Buy	14,583 +861	+6%	+$33.8K	0.56%	58
2023 Q1	$547K	Buy	13,722 +4,715	+52%	+$192K	0.56%	61
2022 Q4	$349K	Buy	+9,007	New	+$353K	0.4%	83

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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

Redwood Financial Network's JPSE Position: Q2 2026 in Review

Redwood Financial Network reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 7.7% in Q2 2026, selling an estimated $27.8K and leaving 5,816 shares worth $350K. The position accounts for 0.19% of the portfolio, ranked #126.

Redwood Financial Network first reported a position in JPSE in Q4 2022 and has held it in 15 quarters since. The position peaked at $714K in Q3 2024. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Redwood Financial Network held 5,816 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $350K as of Q2 2026.
Redwood Financial Network sold 485 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $27.8K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.19% of Redwood Financial Network's portfolio in Q2 2026, its #126 holding.
Redwood Financial Network first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2022 and has held it in 15 quarters since.
Redwood Financial Network's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $714K in Q3 2024.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.