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

RHS 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
2023 Q2	–	Sell	-9,095	Closed	-$363K	–	96
2023 Q1	$363K	Sell	9,095 -6,885	-43%	-$281K	0.28%	68
2022 Q4	$619K	Buy	+15,980	New	+$626K	0.49%	52

Other funds holding JPSE

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RHS Financial's JPSE Position: Q2 2023 in Review

RHS Financial sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2023, closing a stake of 9,095 shares — an estimated $363K sold.

RHS Financial first reported a position in JPSE in Q4 2022 and held it in 2 quarters. The position peaked at $619K in Q4 2022. 80 funds tracked by Wall St. Rank hold JPSE as of Q2 2023.

RHS Financial reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2023 after selling out during the quarter.
RHS Financial sold 9,095 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2023, an estimated $363K.
RHS Financial first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2022 and held it in 2 quarters.
RHS Financial's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $619K in Q4 2022.
80 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2023.

Based on RHS Financial's 13F filing for Q2 2023, filed 21 Jul 2023.