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Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF

JONES FINANCIAL COMPANIES LLLP holds 161,891 shares of JPSE (JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF), worth $9.7M as of 2026-Q2. The position was increased (+19.8% shares). JPSE represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$9.7M

Current Shares

161,891

Total Value Change

+$7.6M

Total Shares Change

+118,565

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
161,891
+19.8%
$9.7M0.0%$60.17
33
2026-Q1
Increased
135,129
+23.4%
$7M0.0%$54.39
33
2025-Q4
Increased
109,475
+20.0%
$5.5M0.0%$50.54
32
2025-Q3
Increased
91,231
+11.1%
$4.5M0.0%$49.41
30
2025-Q2
Increased
82,138
+9.1%
$3.7M0.0%$45.00
29
2025-Q1
Increased
75,267
+6.1%
$3.3M0.0%$42.83
28
2024-Q4
Increased
70,948
+63.8%
$3.3M0.0%$46.01
39
2024-Q3
Increased
43,326
+260.5%
$2.1M0.0%$46.94
42

Other major holders of JPSE: RAYMOND JAMES FINANCIAL INC, LPL Financial LLC

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