Stephens Consulting’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Stephens Consulting’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
2024 Q2	–	Sell	-181	Closed	-$8.18K	–	656
2024 Q1	$8.18K	Buy	+181	New	+$7.83K	﹤0.01%	326

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

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

CAWM

Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return

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

Stephens Consulting's JPSE Position: Q2 2024 in Review

Stephens Consulting sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2024, closing a stake of 181 shares — an estimated $8.18K sold.

Stephens Consulting first reported a position in JPSE in Q1 2024 and held it in 1 quarter. The position peaked at $8.18K in Q1 2024. 96 funds tracked by Wall St. Rank hold JPSE as of Q2 2024.

Stephens Consulting reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
Stephens Consulting sold 181 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2024, an estimated $8.18K.
Stephens Consulting first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2024 and held it in 1 quarter.
Stephens Consulting's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $8.18K in Q1 2024.
96 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2024.

Based on Stephens Consulting's 13F filing for Q2 2024, filed 29 Jul 2024.