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

Teamwork Financial Advisors’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 Q3	–	Sell	-5,253	Closed	-$239K	–	211
2025 Q2	$239K	Sell	5,253 -15,234	-74%	-$658K	0.03%	170
2025 Q1	$893K	Sell	20,487 -37,417	-65%	-$1.72M	0.12%	91
2024 Q4	$2.71M	Sell	57,904 -275,221	-83%	-$13.4M	0.35%	50
2024 Q3	$16M	Buy	333,125 +40,754	+14%	+$1.88M	2.22%	16
2024 Q2	$12.7M	Buy	+292,371	New	+$12.8M	1.89%	21

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GKWIM

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

Teamwork Financial Advisors's JPSE Position: Q3 2025 in Review

Teamwork Financial Advisors sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q3 2025, closing a stake of 5,253 shares — an estimated $239K sold.

Teamwork Financial Advisors first reported a position in JPSE in Q2 2024 and held it in 5 quarters. The position peaked at $16M in Q3 2024. 102 funds tracked by Wall St. Rank hold JPSE as of Q3 2025.

Teamwork Financial Advisors reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
Teamwork Financial Advisors sold 5,253 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q3 2025, an estimated $239K.
Teamwork Financial Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2024 and held it in 5 quarters.
Teamwork Financial Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $16M in Q3 2024.
102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2025.

Based on Teamwork Financial Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.