WBI Investments’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

WBI Investments’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
2022 Q2	–	Sell	-42,044	Closed	-$1.83M	–	159
2022 Q1	$1.83M	Sell	42,044 -34	-0.1%	-$1.47K	0.3%	86
2021 Q4	$1.92M	Buy	42,078 +14,139	+51%	+$644K	0.31%	82
2021 Q3	$1.2M	Buy	27,939 +36	+0.1%	+$1.56K	0.2%	101
2021 Q2	$1.24M	Buy	+27,903	New	+$1.22M	0.19%	94

Other funds holding JPSE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBI Investments's JPSE Position: Q2 2022 in Review

WBI Investments sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2022, closing a stake of 42,044 shares — an estimated $1.83M sold.

WBI Investments first reported a position in JPSE in Q2 2021 and held it in 4 quarters. The position peaked at $1.92M in Q4 2021. 45 funds tracked by Wall St. Rank hold JPSE as of Q2 2022.

WBI Investments reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2022 after selling out during the quarter.
WBI Investments sold 42,044 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2022, an estimated $1.83M.
WBI Investments first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2021 and held it in 4 quarters.
WBI Investments's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1.92M in Q4 2021.
45 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2022.

Based on WBI Investments's 13F filing for Q2 2022, filed 25 Jul 2022.