Synergy Asset Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Synergy Asset Management’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
2025 Q1	–	Sell	-1	Closed	-$48	–	488
2024 Q4	$48	Buy	+1	New	+$49	﹤0.01%	861

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KOC

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Synergy Asset Management's JPSE Position: Q1 2025 in Review

Synergy Asset Management sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q1 2025, closing a stake of 1 share — an estimated $48 sold.

Synergy Asset Management first reported a position in JPSE in Q4 2024 and held it in 1 quarter. The position peaked at $48 in Q4 2024. 102 funds tracked by Wall St. Rank hold JPSE as of Q1 2025.

Synergy Asset Management reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 1 JPMorgan Diversified Return US Small Cap Equity ETF share in Q1 2025, an estimated $48.
Synergy Asset Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $48 in Q4 2024.
102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.