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

Thoroughbred Financial Services’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	$316K	Buy	5,263 +3	+0.1%	+$172	0.02%	522
2026 Q1	$275K	Buy	5,260 +2	+0%	+$107	0.02%	509
2025 Q4	$263K	Buy	5,258 +6	+0.1%	+$300	0.02%	510
2025 Q3	$261K	Sell	5,252 -1,011	-16%	-$48.6K	0.02%	502
2025 Q2	$284K	Sell	6,263 -501	-7%	-$21.6K	0.02%	480
2025 Q1	$294K	Sell	6,764 -10,263	-60%	-$471K	0.02%	545
2024 Q4	$797K	Buy	17,027 +30	+0.2%	+$1.46K	0.05%	318
2024 Q3	$816K	Sell	16,997 -409	-2%	-$18.9K	0.05%	315
2024 Q2	$758K	Sell	17,406 -1,404	-7%	-$61.6K	0.05%	312
2024 Q1	$850K	Sell	18,810 -2,996	-14%	-$130K	0.08%	227
2023 Q4	$960K	Buy	21,806 +5,409	+33%	+$216K	0.08%	246
2023 Q3	$644K	Buy	16,397 +1,834	+13%	+$75.6K	0.06%	289
2023 Q2	$596K	Sell	14,563 -862	-6%	-$33.9K	0.08%	229
2023 Q1	$614K	Buy	15,425 +676	+5%	+$27.6K	0.09%	221
2022 Q4	$571K	Buy	14,749 +538	+4%	+$21.1K	0.09%	222
2022 Q3	$502K	Buy	14,211 +958	+7%	+$37.8K	0.1%	208
2022 Q2	$495K	Buy	13,253 +3,452	+35%	+$140K	0.09%	218
2022 Q1	$429K	Buy	+9,801	New	+$425K	0.07%	236

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

Thoroughbred Financial Services's JPSE Position: Q2 2026 in Review

Thoroughbred Financial Services increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.06% in Q2 2026, buying an estimated $172 and bringing the position to 5,263 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #522.

Thoroughbred Financial Services first reported a position in JPSE in Q1 2022 and has held it in 18 quarters since. The position peaked at $960K in Q4 2023. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Thoroughbred Financial Services held 5,263 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $316K as of Q2 2026.
Thoroughbred Financial Services bought 3 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $172.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.02% of Thoroughbred Financial Services's portfolio in Q2 2026, its #522 holding.
Thoroughbred Financial Services first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2022 and has held it in 18 quarters since.
Thoroughbred Financial Services's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $960K in Q4 2023.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.