Stonehaven Wealth & Tax Solutions’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$2.5M	Buy	41,525 +493	+1%	+$28.3K	2%	13
2026 Q1	$2.15M	Buy	41,032 +364	+0.9%	+$19.4K	1.9%	13
2025 Q4	$2.04M	Sell	40,668 -180	-0.4%	-$9.01K	1.83%	14
2025 Q3	$2.03M	Sell	40,848 -298	-0.7%	-$14.3K	1.88%	14
2025 Q2	$1.87M	Buy	41,146 +1,965	+5%	+$84.8K	1.83%	15
2025 Q1	$1.71M	Buy	39,181 +7,799	+25%	+$358K	1.8%	14
2024 Q4	$1.47M	Buy	+31,382	New	+$1.53M	1.6%	16

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

Stonehaven Wealth & Tax Solutions's JPSE Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 1.2% in Q2 2026, buying an estimated $28.3K and bringing the position to 41,525 shares worth $2.5M. The position accounts for 2% of the portfolio, ranked #13.

Stonehaven Wealth & Tax Solutions first reported a position in JPSE in Q4 2024 and has held it in 7 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 41,525 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $2.5M as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 493 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $28.3K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 2% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #13 holding.
Stonehaven Wealth & Tax Solutions first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.