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

Truist 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 Q1	$7.07M	Buy	134,828 +10,302	+8%	+$549K	0.01%	720
2025 Q4	$6.24M	Buy	124,526 +16,438	+15%	+$823K	0.01%	762
2025 Q3	$5.38M	Buy	+108,088	New	+$5.19M	0.01%	855
2020 Q2	–	Sell	-10,637	Closed	-$229K	–	2498
2020 Q1	$229K	Sell	10,637 -2,399	-18%	-$69.3K	﹤0.01%	2036
2019 Q4	$425K	Buy	+13,036	New	+$407K	﹤0.01%	1966

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

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 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 $900M AUM 17.81% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Truist Financial's JPSE Position: Q1 2026 in Review

Truist Financial increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 8.3% in Q1 2026, buying an estimated $549K and bringing the position to 134,828 shares worth $7.07M. The position accounts for 0.01% of the portfolio, ranked #720.

Truist Financial first reported a position in JPSE in Q4 2019 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

Truist Financial held 134,828 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $7.07M as of Q1 2026.
Truist Financial bought 10,302 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $549K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.01% of Truist Financial's portfolio in Q1 2026, its #720 holding.
Truist Financial first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2019 and has held it in 5 quarters since.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.