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

Rossby 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 Q2	$9.14K	Buy	152 +19	+14%	+$1.09K	﹤0.01%	1205
2026 Q1	$7.02K	Buy	133 +8	+6%	+$427	﹤0.01%	1380
2025 Q4	$6.26K	Buy	125 +14	+13%	+$701	﹤0.01%	1051
2025 Q3	$5.55K	Buy	111 +15	+16%	+$721	﹤0.01%	963
2025 Q2	$4.36K	Buy	96 +14	+17%	+$604	﹤0.01%	922
2025 Q1	$3.43K	Buy	+82	New	+$3.77K	﹤0.01%	848

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

Rossby Financial's JPSE Position: Q2 2026 in Review

Rossby Financial increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 14% in Q2 2026, buying an estimated $1.09K and bringing the position to 152 shares worth $9.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Rossby Financial first reported a position in JPSE in Q1 2025 and has held it in 6 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Rossby Financial held 152 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $9.14K as of Q2 2026.
Rossby Financial bought 19 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $1.09K.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1205 holding.
Rossby Financial first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2025 and has held it in 6 quarters since.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.