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

Stifel Financial’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	$514K	Buy	8,546 +14	+0.2%	+$803	﹤0.01%	2953
2026 Q1	$447K	Sell	8,532 -50,520	-86%	-$2.69M	﹤0.01%	2942
2025 Q4	$2.96M	Buy	59,052 +1,544	+3%	+$77.3K	﹤0.01%	1657
2025 Q3	$2.86M	Sell	57,508 -165,572	-74%	-$7.96M	﹤0.01%	1641
2025 Q2	$10.1M	Buy	223,080 +9,223	+4%	+$398K	0.01%	876
2025 Q1	$9.32M	Buy	213,857 +18,429	+9%	+$846K	0.01%	868
2024 Q4	$9.15M	Buy	195,428 +4,599	+2%	+$224K	0.01%	891
2024 Q3	$9.17M	Buy	190,829 +541	+0.3%	+$24.9K	0.01%	880
2024 Q2	$8.3M	Buy	190,288 +6,363	+3%	+$279K	0.01%	888
2024 Q1	$8.31M	Buy	183,925 +5,252	+3%	+$227K	0.01%	884
2023 Q4	$7.87M	Sell	178,673 -13,802	-7%	-$552K	0.01%	878
2023 Q3	$7.56M	Buy	+192,475	New	+$7.93M	0.01%	837

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

Stifel Financial's JPSE Position: Q2 2026 in Review

Stifel Financial increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.16% in Q2 2026, buying an estimated $803 and bringing the position to 8,546 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #2953.

Stifel Financial first reported a position in JPSE in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.1M in Q2 2025. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Stifel Financial held 8,546 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $514K as of Q2 2026.
Stifel Financial bought 14 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $803.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2953 holding.
Stifel Financial first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2023 and has held it in 12 quarters since.
Stifel Financial's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $10.1M in Q2 2025.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.