ZI
JPSE icon

ZEGA Investments’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

ZEGA Investments’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
2025
Q2 		– Sell
-11,447
Closed -$499K – 149
2025
Q1 		$499K Sell
11,447
-4,350
-28% -$200K 0.08% 96
2024
Q4 		$757K Buy
+15,797
New +$771K 0.19% 66

Other funds holding JPSE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

ZEGA Investments's JPSE Position: Q2 2025 in Review

ZEGA Investments sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2025, closing a stake of 11,447 shares — an estimated $499K sold.

ZEGA Investments first reported a position in JPSE in Q4 2024 and held it in 2 quarters. The position peaked at $757K in Q4 2024. 102 funds tracked by Wall St. Rank hold JPSE as of Q2 2025.

  • ZEGA Investments reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • ZEGA Investments sold 11,447 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2025, an estimated $499K.
  • ZEGA Investments first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2024 and held it in 2 quarters.
  • ZEGA Investments's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $757K in Q4 2024.
  • 102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2025.

Based on ZEGA Investments's 13F filing for Q2 2025, filed 6 Aug 2025.