Steward Partners Investment Advisory’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Steward Partners Investment Advisory’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	$21.2K	Sell	352 -62	-15%	-$3.56K	﹤0.01%	3389
2026 Q1	$21.7K	Sell	414 -47	-10%	-$2.51K	﹤0.01%	3191
2025 Q4	$23.1K	Sell	461 -166	-26%	-$8.31K	﹤0.01%	3079
2025 Q3	$31.2K	Buy	627 +426	+212%	+$20.5K	﹤0.01%	2866
2025 Q2	$9.14K	Buy	201 +155	+337%	+$6.69K	﹤0.01%	3255
2025 Q1	$2K	Sell	46 -43	-48%	-$1.98K	﹤0.01%	3644
2024 Q4	$4.17K	Buy	89 +46	+107%	+$2.25K	﹤0.01%	3427
2024 Q3	$2.06K	Hold	43	–	–	﹤0.01%	3431
2024 Q2	$1.88K	Hold	43	–	–	﹤0.01%	3295
2024 Q1	$1.94K	Hold	43	–	–	﹤0.01%	3294
2023 Q4	$1.89K	Hold	43	–	–	﹤0.01%	3215
2023 Q3	$1.69K	Hold	43	–	–	﹤0.01%	3109
2023 Q2	$1.76K	Hold	43	–	–	﹤0.01%	3050
2023 Q1	$1.71K	Buy	+43	New	+$1.75K	﹤0.01%	3047

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

Steward Partners Investment Advisory's JPSE Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 15% in Q2 2026, selling an estimated $3.56K and leaving 352 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3389.

Steward Partners Investment Advisory first reported a position in JPSE in Q1 2023 and has held it in 14 quarters since. The position peaked at $31.2K in Q3 2025. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Steward Partners Investment Advisory held 352 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $21.2K as of Q2 2026.
Steward Partners Investment Advisory sold 62 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $3.56K.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3389 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2023 and has held it in 14 quarters since.
Steward Partners Investment Advisory's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $31.2K in Q3 2025.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.