LWM Advisory Services LLC Cuts Stock Position in JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE)

LWM Advisory Services LLC lessened its stake in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE) by 51.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,691 shares of the company’s stock after selling 23,167 shares during the quarter. JPMorgan Diversified Return U.S. Small Cap Equity ETF comprises approximately 0.8% of LWM Advisory Services LLC’s portfolio, making the stock its 25th biggest position. LWM Advisory Services LLC’s holdings in JPMorgan Diversified Return U.S. Small Cap Equity ETF were worth $956,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Kestra Advisory Services LLC raised its stake in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF by 19.9% during the third quarter. Kestra Advisory Services LLC now owns 9,440 shares of the company’s stock worth $371,000 after purchasing an additional 1,564 shares during the last quarter. Schmidt P J Investment Management Inc. raised its stake in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF by 12.3% during the fourth quarter. Schmidt P J Investment Management Inc. now owns 18,218 shares of the company’s stock worth $784,000 after purchasing an additional 1,992 shares during the last quarter. Lincoln National Corp raised its stake in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF by 16.4% during the third quarter. Lincoln National Corp now owns 21,619 shares of the company’s stock worth $849,000 after purchasing an additional 3,039 shares during the last quarter. LexAurum Advisors LLC raised its stake in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF by 8.6% during the fourth quarter. LexAurum Advisors LLC now owns 23,202 shares of the company’s stock worth $1,022,000 after purchasing an additional 1,832 shares during the last quarter. Finally, Cambridge Investment Research Advisors Inc. raised its position in JPMorgan Diversified Return U.S. Small Cap Equity ETF by 9.1% in the third quarter. Cambridge Investment Research Advisors Inc. now owns 54,425 shares of the company’s stock worth $2,138,000 after acquiring an additional 4,557 shares in the last quarter.

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

NYSEARCA:JPSE traded up $0.27 during trading hours on Monday, hitting $43.63. The company’s stock had a trading volume of 26,673 shares, compared to its average volume of 54,830. The business’s 50-day moving average is $43.65 and its two-hundred day moving average is $42.08. The company has a market capitalization of $477.75 million, a PE ratio of 11.47 and a beta of 1.07. JPMorgan Diversified Return U.S. Small Cap Equity ETF has a 52-week low of $36.69 and a 52-week high of $45.42.

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

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.