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

Summit 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 		$443K Sell
7,359
-109
-1% -$6.25K ﹤0.01% 1150
2026
Q1 		$392K Buy
+7,468
New +$398K 0.01% 1075

Other funds holding JPSE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Summit Financial's JPSE Position: Q2 2026 in Review

Summit Financial reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 1.5% in Q2 2026, selling an estimated $6.25K and leaving 7,359 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Summit Financial first reported a position in JPSE in Q1 2026 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

  • Summit Financial held 7,359 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $443K as of Q2 2026.
  • Summit Financial sold 109 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $6.25K.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1150 holding.
  • Summit Financial first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

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