Sprinkle Financial Consultants’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.8M Buy
179,745
+4,922
+3% +$282K 4.24% 7
2026
Q1
$9.17M Buy
174,823
+24,956
+17% +$1.33M 4.23% 7
2025
Q4
$7.5M Buy
149,867
+16,321
+12% +$817K 3.81% 7
2025
Q3
$6.65M Buy
133,546
+6,934
+5% +$333K 3.71% 7
2025
Q2
$5.76M Sell
126,612
-5,946
-4% -$257K 3.52% 7
2025
Q1
$5.78M Buy
132,558
+25,373
+24% +$1.17M 3.67% 7
2024
Q4
$5.02M Buy
107,185
+7,798
+8% +$381K 3.42% 8
2024
Q3
$4.77M Buy
99,387
+5,884
+6% +$271K 3.41% 8
2024
Q2
$4.08M Buy
93,503
+3,242
+4% +$142K 3.21% 8
2024
Q1
$4.08M Buy
90,261
+49,878
+124% +$2.16M 3.48% 7
2023
Q4
$1.78M Buy
+40,383
New +$1.62M 1.81% 15

Other funds holding JPSE

Sprinkle Financial Consultants's JPSE Position: Q2 2026 in Review

Sprinkle Financial Consultants increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 2.8% in Q2 2026, buying an estimated $282K and bringing the position to 179,745 shares worth $10.8M. The position accounts for 4.24% of the portfolio, ranked #7.

Sprinkle Financial Consultants first reported a position in JPSE in Q4 2023 and has held it in 11 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

  • Sprinkle Financial Consultants held 179,745 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $10.8M as of Q2 2026.
  • Sprinkle Financial Consultants bought 4,922 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $282K.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up 4.24% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #7 holding.
  • Sprinkle Financial Consultants first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.