Smartleaf Asset Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Smartleaf Asset 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
2026 Q2	$6.59K	Hold	110	–	–	﹤0.01%	2569
2026 Q1	$5.65K	Hold	110	–	–	﹤0.01%	2603
2025 Q4	$5.56K	Buy	110 +97	+746%	+$4.86K	﹤0.01%	2664
2025 Q3	$646	Buy	+13	New	+$625	﹤0.01%	2816

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

Smartleaf Asset Management's JPSE Position: Q2 2026 in Review

Smartleaf Asset Management held its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) position steady in Q2 2026 at 110 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

Smartleaf Asset Management first reported a position in JPSE in Q3 2025 and has held it in 4 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Smartleaf Asset Management held 110 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $6.59K as of Q2 2026.
Smartleaf Asset Management left its JPMorgan Diversified Return US Small Cap Equity ETF share count unchanged in Q2 2026.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2569 holding.
Smartleaf Asset Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.