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: Q2 2026 in Review
Western Wealth Management reduced its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 3.9% in Q2 2026, selling an estimated $24.7K and leaving 10,554 shares worth $635K. The position accounts for 0.02% of the portfolio, ranked #614.
Western Wealth Management first reported a position in JPSE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.72M in Q3 2025. 117 funds tracked by Wall St. Rank hold JPSE as of Q2 2026.
- Western Wealth Management held 10,554 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $635K as of Q2 2026.
- Western Wealth Management sold 431 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2026, an estimated $24.7K.
- JPMorgan Diversified Return US Small Cap Equity ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #614 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 4 quarters since.
- Western Wealth Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $1.72M in Q3 2025.
- 117 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.