Westside Investment Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Westside Investment Management’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	–	Sell	-93	Closed	-$4.69K	–	1510
2025 Q4	$4.69K	Hold	93	–	–	﹤0.01%	1238
2025 Q3	$4.67K	Buy	+93	New	+$4.47K	﹤0.01%	1271

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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Westside Investment Management's JPSE Position: Q1 2026 in Review

Westside Investment Management sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q1 2026, closing a stake of 93 shares — an estimated $4.69K sold.

Westside Investment Management first reported a position in JPSE in Q3 2025 and held it in 2 quarters. The position peaked at $4.69K in Q4 2025. 115 funds tracked by Wall St. Rank hold JPSE as of Q1 2026.

Westside Investment Management reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
Westside Investment Management sold 93 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2026, an estimated $4.69K.
Westside Investment Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2025 and held it in 2 quarters.
Westside Investment Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $4.69K in Q4 2025.
115 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.