Salem Investment Counselors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Salem Investment Counselors’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
2025 Q1	–	Sell	-400	Closed	-$18.7K	–	1243
2024 Q4	$18.7K	Sell	400 -400	-50%	-$19.5K	﹤0.01%	727
2024 Q3	$38.4K	Hold	800	–	–	﹤0.01%	637
2024 Q2	$34.9K	Hold	800	–	–	﹤0.01%	638
2024 Q1	$36.2K	Hold	800	–	–	﹤0.01%	618
2023 Q4	$35.2K	Hold	800	–	–	﹤0.01%	613
2023 Q3	$31.4K	Hold	800	–	–	﹤0.01%	606
2023 Q2	$32.8K	Hold	800	–	–	﹤0.01%	599
2023 Q1	$31.9K	Buy	800 +125	+19%	+$5.09K	﹤0.01%	612
2022 Q4	$26.1K	Hold	675	–	–	﹤0.01%	622
2022 Q3	$24K	Buy	+675	New	+$26.6K	﹤0.01%	607

Other funds holding JPSE

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GKWIM

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

Salem Investment Counselors's JPSE Position: Q1 2025 in Review

Salem Investment Counselors sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q1 2025, closing a stake of 400 shares — an estimated $18.7K sold.

Salem Investment Counselors first reported a position in JPSE in Q3 2022 and held it in 10 quarters. The position peaked at $38.4K in Q3 2024. 102 funds tracked by Wall St. Rank hold JPSE as of Q1 2025.

Salem Investment Counselors reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
Salem Investment Counselors sold 400 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2025, an estimated $18.7K.
Salem Investment Counselors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2022 and held it in 10 quarters.
Salem Investment Counselors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $38.4K in Q3 2024.
102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2025.

Based on Salem Investment Counselors's 13F filing for Q1 2025, filed 16 Apr 2025.