WealthShield Partners’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

WealthShield Partners’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	–	Sell	-32	Closed	-$1.68K	–	508
2026 Q1	$1.68K	Hold	32	–	–	﹤0.01%	590
2025 Q4	$1.6K	Hold	32	–	–	﹤0.01%	555
2025 Q3	$1.59K	Hold	32	–	–	﹤0.01%	554
2025 Q2	$1.46K	Hold	32	–	–	﹤0.01%	546
2025 Q1	$1.4K	Hold	32	–	–	﹤0.01%	528
2024 Q4	$1.5K	Hold	32	–	–	﹤0.01%	483
2024 Q3	$1.54K	Hold	32	–	–	﹤0.01%	480
2024 Q2	$1.4K	Hold	32	–	–	﹤0.01%	460
2024 Q1	$1.45K	Buy	+32	New	+$1.38K	﹤0.01%	470

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

WealthShield Partners's JPSE Position: Q2 2026 in Review

WealthShield Partners sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2026, closing a stake of 32 shares — an estimated $1.68K sold.

WealthShield Partners first reported a position in JPSE in Q1 2024 and held it in 9 quarters. The position peaked at $1.68K in Q1 2026. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

WealthShield Partners reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 32 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $1.68K.
WealthShield Partners first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2024 and held it in 9 quarters.
WealthShield Partners's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1.68K in Q1 2026.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.