Wells Fargo’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Wells Fargo’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	$446	Sell	7 -19	-73%	-$1.09K	﹤0.01%	6523
2026 Q1	$1.36K	Buy	26 +25	+2,500%	+$1.33K	﹤0.01%	6299
2025 Q4	$34	Buy	+1	New	+$50	﹤0.01%	6614
2025 Q3	–	Sell	-20	Closed	-$897	–	7246
2025 Q2	$897	Buy	+20	New	+$864	﹤0.01%	6319
2025 Q1	–	Hold	0	–	–	–	6962
2024 Q4	–	Hold	0	–	–	–	6890
2024 Q3	–	Sell	-1	Closed	-$46	–	6670
2024 Q2	$60	Hold	1	–	–	﹤0.01%	6294
2024 Q1	$38	Sell	1 -3,376	-100%	-$146K	﹤0.01%	6902
2023 Q4	$149K	Sell	3,377 -4,259	-56%	-$170K	﹤0.01%	4648
2023 Q3	$300K	Buy	7,636 +4,340	+132%	+$179K	﹤0.01%	4097
2023 Q2	$135K	Buy	+3,296	New	+$130K	﹤0.01%	4834
2022 Q4	–	Sell	-1	Closed	-$39	–	7596
2022 Q3	$0	Buy	+1	New	+$39	﹤0.01%	7011
2022 Q1	–	Sell	-1	Closed	-$43	–	7447
2021 Q4	$0	Buy	+1	New	+$46	﹤0.01%	7523
2021 Q3	–	Sell	-1	Closed	–	–	7249
2021 Q2	$0	Hold	1	–	–	﹤0.01%	7167
2021 Q1	$0	Buy	+1	New	+$41	﹤0.01%	7132
2020 Q4	–	Sell	-1	Closed	-$33	–	6749
2020 Q3	$0	Hold	1	–	–	﹤0.01%	6617
2020 Q2	$0	Sell	1 -209	-100%	-$5.2K	﹤0.01%	6558
2020 Q1	$5K	Hold	210	–	–	﹤0.01%	5858
2019 Q4	$7K	Buy	210 +209	+20,900%	+$6.53K	﹤0.01%	5973
2019 Q3	$0	Hold	1	–	–	﹤0.01%	6551
2019 Q2	$0	Hold	1	–	–	﹤0.01%	6500
2019 Q1	$0	Buy	+1	New	+$30	﹤0.01%	6257
2018 Q2	–	Sell	-100	Closed	-$3K	–	6441
2018 Q1	$3K	Buy	+100	New	+$2.95K	﹤0.01%	6142

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

Wells Fargo's JPSE Position: Q2 2026 in Review

Wells Fargo reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 73% in Q2 2026, selling an estimated $1.09K and leaving 7 shares worth $446. The position accounts for ﹤0.01% of the portfolio, ranked #6523.

Wells Fargo first reported a position in JPSE in Q1 2018 and has held it in 21 quarters since. The position peaked at $300K in Q3 2023. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.

Wells Fargo held 7 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $446 as of Q2 2026.
Wells Fargo sold 19 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $1.09K.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #6523 holding.
Wells Fargo first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2018 and has held it in 21 quarters since.
Wells Fargo's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $300K in Q3 2023.
117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.