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Smallwood Wealth Investment Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Smallwood Wealth Investment Management’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
Q4 		– Sell
-276
Closed -$13.7K – 530
2025
Q3 		$13.7K Hold
276
– – 0.01% 292
2025
Q2 		$12.6K Buy
276
+50
+22% +$2.16K 0.01% 292
2025
Q1 		$9.85K Buy
+226
New +$10.4K 0.01% 310

Other funds holding JPSE

KOC
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $162B AUM 16.35% 1-Year Est. Return

Smallwood Wealth Investment Management's JPSE Position: Q4 2025 in Review

Smallwood Wealth Investment Management sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q4 2025, closing a stake of 276 shares — an estimated $13.7K sold.

Smallwood Wealth Investment Management first reported a position in JPSE in Q1 2025 and held it in 3 quarters. The position peaked at $13.7K in Q3 2025. 110 funds tracked by Wall St. Rank hold JPSE as of Q4 2025.

  • Smallwood Wealth Investment Management reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 276 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q4 2025, an estimated $13.7K.
  • Smallwood Wealth Investment Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2025 and held it in 3 quarters.
  • Smallwood Wealth Investment Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $13.7K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q4 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.