KWB Wealth Has $1.20 Million Position in JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE)

KWB Wealth lessened its stake in JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE) by 3.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 25,659 shares of the company’s stock after selling 830 shares during the period. KWB Wealth’s holdings in JPMorgan Diversified Return U.S. Small Cap Equity ETF were worth $1,201,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Raymond James Financial Inc. acquired a new stake in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF during the 4th quarter worth approximately $65,305,000. Keystone Financial Services LLC acquired a new position in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF in the 4th quarter worth approximately $5,833,000. Ipsen Advisor Group LLC bought a new position in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF during the fourth quarter valued at $4,842,000. Bank of America Corp DE boosted its position in JPMorgan Diversified Return U.S. Small Cap Equity ETF by 13.2% in the fourth quarter. Bank of America Corp DE now owns 549,113 shares of the company’s stock valued at $25,703,000 after buying an additional 64,067 shares in the last quarter. Finally, LPL Financial LLC increased its holdings in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF by 11.2% during the fourth quarter. LPL Financial LLC now owns 615,084 shares of the company’s stock worth $28,791,000 after buying an additional 62,039 shares in the last quarter.

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

NYSEARCA JPSE opened at $44.36 on Thursday. The stock’s 50 day simple moving average is $42.37 and its 200 day simple moving average is $45.52. JPMorgan Diversified Return U.S. Small Cap Equity ETF has a one year low of $37.66 and a one year high of $52.05. The firm has a market cap of $453.80 million, a PE ratio of 15.29 and a beta of 1.05.

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