JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE) Stock Holdings Reduced by Appleton Partners Inc. MA

Appleton Partners Inc. MA cut its position in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE) by 0.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 176,944 shares of the company’s stock after selling 757 shares during the period. Appleton Partners Inc. MA’s holdings in JPMorgan Diversified Return U.S. Small Cap Equity ETF were worth $8,283,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in JPSE. Koss Olinger Consulting LLC increased its holdings in JPMorgan Diversified Return U.S. Small Cap Equity ETF by 1.3% in the third quarter. Koss Olinger Consulting LLC now owns 1,211,892 shares of the company’s stock worth $58,207,000 after buying an additional 15,541 shares during the last quarter. Raymond James & Associates grew its position in JPMorgan Diversified Return U.S. Small Cap Equity ETF by 1,239.5% in the third quarter. Raymond James & Associates now owns 564,297 shares of the company’s stock worth $27,103,000 after acquiring an additional 522,168 shares in the last quarter. Capital Advisors Wealth Management LLC increased its stake in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF by 58.6% during the 4th quarter. Capital Advisors Wealth Management LLC now owns 383,263 shares of the company’s stock worth $17,940,000 after purchasing an additional 141,637 shares during the last quarter. Teamwork Financial Advisors LLC raised its holdings in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF by 13.9% during the 3rd quarter. Teamwork Financial Advisors LLC now owns 333,125 shares of the company’s stock valued at $16,000,000 after purchasing an additional 40,754 shares in the last quarter. Finally, Goldstein Advisors LLC lifted its stake in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF by 4.0% in the 4th quarter. Goldstein Advisors LLC now owns 228,895 shares of the company’s stock valued at $10,714,000 after purchasing an additional 8,838 shares during the last quarter.

JPMorgan Diversified Return U.S. Small Cap Equity ETF Price Performance

JPMorgan Diversified Return U.S. Small Cap Equity ETF stock opened at $47.00 on Friday. JPMorgan Diversified Return U.S. Small Cap Equity ETF has a one year low of $41.83 and a one year high of $52.04. The company’s fifty day moving average price is $48.06 and its two-hundred day moving average price is $47.70. The company has a market capitalization of $517 million, a price-to-earnings ratio of 11.90 and a beta of 1.07.

About JPMorgan Diversified Return U.S. Small Cap Equity ETF

The JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) is an exchange-traded fund that mostly invests in small-cap stocks. The fund tracks a multi-factor index comprised of US small-cap stocks. The index uses a combination of fundamental and technical factors for stock selection, and inverse volatility for weighting.