Western Wealth Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
Bought
Maintained
Sold
Other funds holding JPSE
KOC
HFM
AWM
GA
Western Wealth Management's JPSE Position: Q1 2026 in Review
Western Wealth Management reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 68% in Q1 2026, selling an estimated $1.24M and leaving 10,985 shares worth $576K. The position accounts for 0.02% of the portfolio, ranked #607.
Western Wealth Management first reported a position in JPSE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.72M in Q3 2025. 114 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.
- Western Wealth Management held 10,985 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $576K as of Q1 2026.
- Western Wealth Management sold 23,311 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $1.24M.
- JPMorgan Diversified Return US Small Cap Equity ETF made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #607 holding.
- Western Wealth Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
- Western Wealth Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1.72M in Q3 2025.
- 114 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.
Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.