ZF
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Zega Financial’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Zega Financial’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
2024
Q3 		$1.2M Buy
24,896
+7,714
+45% +$356K 0.18% 39
2024
Q2 		$749K Buy
+17,182
New +$754K 0.13% 62

Other funds holding JPSE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Zega Financial's JPSE Position: Q3 2024 in Review

Zega Financial increased its JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) stake by 45% in Q3 2024, buying an estimated $356K and bringing the position to 24,896 shares worth $1.2M. The position accounts for 0.18% of the portfolio, ranked #39.

Zega Financial first reported a position in JPSE in Q2 2024 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold JPSE as of Q3 2024.

  • Zega Financial held 24,896 shares of JPMorgan Diversified Return US Small Cap Equity ETF worth $1.2M as of Q3 2024.
  • Zega Financial bought 7,714 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q3 2024, an estimated $356K.
  • JPMorgan Diversified Return US Small Cap Equity ETF made up 0.18% of Zega Financial's portfolio in Q3 2024, its #39 holding.
  • Zega Financial first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2024 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.