Sagespring Wealth Partners’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Sagespring Wealth Partners’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	$203K	Buy	+3,370	New	+$193K	﹤0.01%	826
2025 Q4	–	Sell	-5,467	Closed	-$272K	–	799
2025 Q3	$272K	Buy	5,467 +23	+0.4%	+$1.1K	0.01%	632
2025 Q2	$248K	Sell	5,444 -70	-1%	-$3.02K	0.01%	638
2025 Q1	$240K	Sell	5,514 -68	-1%	-$3.12K	0.01%	584
2024 Q4	$261K	Buy	+5,582	New	+$272K	0.01%	511

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

Sagespring Wealth Partners's JPSE Position: Q2 2026 in Review

Sagespring Wealth Partners opened a new position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2026: 3,370 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #826 among its holdings. This is a return to the name: Sagespring Wealth Partners previously reported a position in JPSE as recently as Q3 2025.

Sagespring Wealth Partners first reported a position in JPSE in Q4 2024 and has held it in 5 quarters since. The position peaked at $272K in Q3 2025. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Sagespring Wealth Partners held 3,370 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $203K as of Q2 2026.
JPMorgan Diversified Return US Small Cap Equity ETF was a new Sagespring Wealth Partners position in Q2 2026.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #826 holding.
Sagespring Wealth Partners first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2024 and has held it in 5 quarters since.
Sagespring Wealth Partners's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $272K in Q3 2025.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.