WealthPlan Investment Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

WealthPlan Investment Management’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	$289K	Sell	4,807 -176	-4%	-$10.1K	0.01%	403
2026 Q1	$261K	Buy	+4,983	New	+$266K	0.01%	410

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

WealthPlan Investment Management's JPSE Position: Q2 2026 in Review

WealthPlan Investment Management reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 3.5% in Q2 2026, selling an estimated $10.1K and leaving 4,807 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #403.

WealthPlan Investment Management first reported a position in JPSE in Q1 2026 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

WealthPlan Investment Management held 4,807 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $289K as of Q2 2026.
WealthPlan Investment Management sold 176 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $10.1K.
JPMorgan Diversified Return US Small Cap Equity ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #403 holding.
WealthPlan Investment Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2026 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 WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.