Sanctuary Advisors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Sanctuary Advisors’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	$10.7M	Buy	177,474 +158,256	+823%	+$9.07M	0.05%	389
2026 Q1	$1.01M	Sell	19,218 -5,251	-21%	-$280K	0.01%	1331
2025 Q4	$1.23M	Sell	24,469 -16,603	-40%	-$831K	0.01%	1208
2025 Q3	$2.05M	Buy	+41,072	New	+$1.97M	0.01%	886
2024 Q4	–	Sell	-8,317	Closed	-$423K	–	2446
2024 Q3	$423K	Buy	+8,317	New	+$384K	﹤0.01%	1796

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

Sanctuary Advisors's JPSE Position: Q2 2026 in Review

Sanctuary Advisors increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 823% in Q2 2026, buying an estimated $9.07M and bringing the position to 177,474 shares worth $10.7M. The position accounts for 0.05% of the portfolio, ranked #389.

Sanctuary Advisors first reported a position in JPSE in Q3 2024 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Sanctuary Advisors held 177,474 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $10.7M as of Q2 2026.
Sanctuary Advisors bought 158,256 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $9.07M.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.05% of Sanctuary Advisors's portfolio in Q2 2026, its #389 holding.
Sanctuary Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2024 and has held it in 5 quarters since.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.