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

Wayfinding 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
2025 Q2	–	Sell	-620	Closed	-$27K	–	452
2025 Q1	$27K	Buy	+620	New	+$28.5K	0.01%	496
2024 Q1	–	Sell	-49,274	Closed	-$2.17M	–	130
2023 Q4	$2.17M	Sell	49,274 -592	-1%	-$23.7K	1.48%	19
2023 Q3	$1.93M	Sell	49,866 -1,394	-3%	-$57.4K	1.46%	15
2023 Q2	$2.19M	Sell	51,260 -1,110	-2%	-$43.6K	1.52%	14
2023 Q1	$2.09M	Buy	+52,370	New	+$2.13M	1.59%	16
2022 Q4	–	Sell	-57,133	Closed	-$2.02M	–	93
2022 Q3	$2.02M	Buy	+57,133	New	+$2.25M	1.89%	14

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Wayfinding Financial's JPSE Position: Q2 2025 in Review

Wayfinding Financial sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2025, closing a stake of 620 shares — an estimated $27K sold.

Wayfinding Financial first reported a position in JPSE in Q3 2022 and held it in 6 quarters. The position peaked at $2.19M in Q2 2023. 102 funds tracked by Wall St. Rank hold JPSE as of Q2 2025.

Wayfinding Financial reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 620 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2025, an estimated $27K.
Wayfinding Financial first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2022 and held it in 6 quarters.
Wayfinding Financial's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $2.19M in Q2 2023.
102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.