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 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 $1.19B AUM 15.91% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

HFM

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

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

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

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo's JPSE Position: Q1 2026 in Review

Wells Fargo increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 2,500% in Q1 2026, buying an estimated $1.33K and bringing the position to 26 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #6299.

Wells Fargo first reported a position in JPSE in Q1 2018 and has held it in 20 quarters since. The position peaked at $300K in Q3 2023. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

Wells Fargo held 26 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $1.36K as of Q1 2026.
Wells Fargo bought 25 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $1.33K.
JPMorgan Diversified Return US Small Cap Equity ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6299 holding.
Wells Fargo first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2018 and has held it in 20 quarters since.
Wells Fargo's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $300K in Q3 2023.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.