Transcendent Capital Group’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Transcendent Capital Group’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	-227	Closed	-$10.6K	–	265
2024 Q4	$10.6K	Buy	227 +101	+80%	+$4.93K	0.01%	333
2024 Q3	$6.03K	Buy	+126	New	+$5.81K	﹤0.01%	392

Other funds holding JPSE

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

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

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

Transcendent Capital Group's JPSE Position: Q1 2025 in Review

Transcendent Capital Group sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q1 2025, closing a stake of 227 shares — an estimated $10.6K sold.

Transcendent Capital Group first reported a position in JPSE in Q3 2024 and held it in 2 quarters. The position peaked at $10.6K in Q4 2024. 102 funds tracked by Wall St. Rank hold JPSE as of Q1 2025.

Transcendent Capital Group reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
Transcendent Capital Group sold 227 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2025, an estimated $10.6K.
Transcendent Capital Group first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2024 and held it in 2 quarters.
Transcendent Capital Group's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $10.6K 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 Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.