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

Stephens Inc’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	$340K	Buy	5,654 +16	+0.3%	+$917	﹤0.01%	1024
2026 Q1	$296K	Buy	5,638 +9	+0.2%	+$480	﹤0.01%	1046
2025 Q4	$282K	Sell	5,629 -2,518	-31%	-$126K	﹤0.01%	1067
2025 Q3	$406K	Buy	8,147 +35	+0.4%	+$1.68K	0.01%	922
2025 Q2	$369K	Buy	8,112 +31	+0.4%	+$1.34K	0.01%	938
2025 Q1	$352K	Buy	8,081 +18	+0.2%	+$827	0.01%	930
2024 Q4	$377K	Sell	8,063 -26	-0.3%	-$1.27K	0.01%	927
2024 Q3	$389K	Buy	8,089 +109	+1%	+$5.03K	0.01%	928
2024 Q2	$348K	Sell	7,980 -16,834	-68%	-$739K	0.01%	942
2024 Q1	$1.12M	Buy	24,814 +30	+0.1%	+$1.3K	0.02%	553
2023 Q4	$1.09M	Buy	24,784 +201	+0.8%	+$8.04K	0.02%	518
2023 Q3	$966K	Buy	24,583 +22	+0.1%	+$906	0.02%	522
2023 Q2	$1.01M	Sell	24,561 -511	-2%	-$20.1K	0.02%	551
2023 Q1	$999K	Buy	25,072 +10,350	+70%	+$422K	0.02%	534
2022 Q4	$570K	Buy	14,722 +7,095	+93%	+$278K	0.01%	651
2022 Q3	$270K	Buy	+7,627	New	+$301K	0.01%	925

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

Stephens Inc's JPSE Position: Q2 2026 in Review

Stephens Inc increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.28% in Q2 2026, buying an estimated $917 and bringing the position to 5,654 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Stephens Inc first reported a position in JPSE in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.12M in Q1 2024. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Stephens Inc held 5,654 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $340K as of Q2 2026.
Stephens Inc bought 16 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $917.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1024 holding.
Stephens Inc first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2022 and has held it in 16 quarters since.
Stephens Inc's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1.12M in Q1 2024.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.