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

UBS 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
2026 Q2	$481	Buy	+8	New	+$459	﹤0.01%	9838
2026 Q1	–	Sell	-436	Closed	-$21.8K	–	10850
2025 Q4	$21.8K	Hold	436	–	–	﹤0.01%	7720
2025 Q3	$21.7K	Hold	436	–	–	﹤0.01%	8098
2025 Q2	$19.8K	Hold	436	–	–	﹤0.01%	8448
2025 Q1	$19K	Hold	436	–	–	﹤0.01%	8267
2024 Q4	$20.4K	Buy	+436	New	+$21.3K	﹤0.01%	7856
2024 Q2	–	Sell	-7,814	Closed	-$353K	–	9805
2024 Q1	$353K	Buy	+7,814	New	+$338K	﹤0.01%	5454
2022 Q4	–	Sell	-4,213	Closed	-$149K	–	10939
2022 Q3	$149K	Buy	+4,213	New	+$166K	﹤0.01%	5360
2022 Q2	–	Sell	-479	Closed	-$21K	–	10631
2022 Q1	$21K	Sell	479 -666	-58%	-$28.9K	﹤0.01%	7394
2021 Q4	$53K	Buy	+1,145	New	+$52.2K	﹤0.01%	6839
2020 Q4	–	Sell	-1,185	Closed	-$34K	–	8566
2020 Q3	$34K	Buy	1,185 +258	+28%	+$7.41K	﹤0.01%	5909
2020 Q2	$25K	Buy	927 +760	+455%	+$18.9K	﹤0.01%	6399
2020 Q1	$4K	Buy	167 +18	+12%	+$520	﹤0.01%	7394
2019 Q4	$5K	Buy	+149	New	+$4.66K	﹤0.01%	7582
2019 Q3	–	Sell	-1,857	Closed	-$57K	–	8124
2019 Q2	$57K	Sell	1,857 -586	-24%	-$17.9K	﹤0.01%	5802
2019 Q1	$74K	Buy	2,443 +62	+3%	+$1.84K	﹤0.01%	5288
2018 Q4	$64K	Buy	2,381 +341	+17%	+$10.1K	﹤0.01%	5894
2018 Q3	$66K	Buy	+2,040	New	+$66.4K	﹤0.01%	5947
2018 Q2	–	Sell	-911	Closed	-$27K	–	8115
2018 Q1	$27K	Buy	+911	New	+$26.9K	﹤0.01%	6185
2017 Q4	–	Sell	-1,233	Closed	-$35K	–	7971
2017 Q3	$35K	Buy	1,233 +1,133	+1,133%	+$31K	﹤0.01%	6051
2017 Q2	$3K	Buy	+100	New	+$2.7K	﹤0.01%	7291

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

UBS Group's JPSE Position: Q2 2026 in Review

UBS Group opened a new position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2026: 8 shares worth $481. The stake represents ﹤0.01% of the portfolio and ranks #9838 among its holdings. This is a return to the name: UBS Group previously reported a position in JPSE as recently as Q4 2025.

UBS Group first reported a position in JPSE in Q2 2017 and has held it in 21 quarters since. The position peaked at $353K in Q1 2024. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

UBS Group held 8 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $481 as of Q2 2026.
JPMorgan Diversified Return US Small Cap Equity ETF was a new UBS Group position in Q2 2026.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9838 holding.
UBS Group first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2017 and has held it in 21 quarters since.
UBS Group's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $353K in Q1 2024.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.