Wealth Enhancement Advisory Services’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$317K Sell
5,318
-6
-0.1% -$344 ﹤0.01% 3156
2026
Q1
$282K Sell
5,324
-719
-12% -$38.3K ﹤0.01% 2840
2025
Q4
$312K Sell
6,043
-37
-0.6% -$1.85K ﹤0.01% 2887
2025
Q3
$302K Sell
6,080
-122
-2% -$5.86K ﹤0.01% 2789
2025
Q2
$291K Sell
6,202
-189
-3% -$8.16K ﹤0.01% 2665
2025
Q1
$279K Buy
+6,391
New +$293K ﹤0.01% 2511
2024
Q4
Sell
-4,430
Closed -$213K 3040
2024
Q3
$213K Buy
+4,430
New +$204K ﹤0.01% 2414
2022
Q3
Sell
-6,441
Closed -$244K 355
2022
Q2
$244K Buy
+6,441
New +$261K ﹤0.01% 315

Other funds holding JPSE

Wealth Enhancement Advisory Services's JPSE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 0.11% in Q2 2026, selling an estimated $344 and leaving 5,318 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #3156.

Wealth Enhancement Advisory Services first reported a position in JPSE in Q2 2022 and has held it in 8 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 5,318 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $317K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 6 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $344.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3156 holding.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2022 and has held it in 8 quarters since.
  • 117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.