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SageView Advisory Group’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

SageView Advisory Group’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 		– Sell
-728
Closed -$36.4K – 1549
2025
Q4 		$36.4K Buy
+728
New +$36.5K ﹤0.01% 1205

Other funds holding JPSE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SageView Advisory Group's JPSE Position: Q1 2026 in Review

SageView Advisory Group sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q1 2026, closing a stake of 728 shares — an estimated $36.4K sold.

SageView Advisory Group first reported a position in JPSE in Q4 2025 and held it in 1 quarter. The position peaked at $36.4K in Q4 2025. 115 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

  • SageView Advisory Group reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 728 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $36.4K.
  • SageView Advisory Group first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $36.4K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.