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Vantus Wealth’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Vantus Wealth’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 		$2.07M Buy
+34,408
New +$1.97M 1.11% 17
2025
Q4 		$1.35M Buy
+26,935
New +$1.35M 0.99% 21

Other funds holding JPSE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vantus Wealth's JPSE Position: Q2 2026 in Review

Vantus Wealth opened a new position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2026: 34,408 shares worth $2.07M. The stake represents 1.11% of the portfolio and ranks #17 among its holdings. This is a return to the name: Vantus Wealth previously reported a position in JPSE as recently as Q4 2025.

Vantus Wealth first reported a position in JPSE in Q4 2025 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

  • Vantus Wealth held 34,408 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $2.07M as of Q2 2026.
  • JPMorgan Diversified Return US Small Cap Equity ETF was a new Vantus Wealth position in Q2 2026.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up 1.11% of Vantus Wealth's portfolio in Q2 2026, its #17 holding.
  • Vantus Wealth first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Vantus Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.