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Showing 8 of 26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF

OSAIC HOLDINGS, INC. holds 13,267 shares of JPSE (JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF), worth $798,465 as of 2026-Q2. The position was increased (+44.4% shares). JPSE represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$798,465

Current Shares

13,267

Total Value Change

-$3.3M

Total Shares Change

-71,406

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
13,267
+44.4%
$798,4650.0%$60.17
33
2026-Q1
Decreased
9,186
-26.2%
$481,9130.0%$54.39
0
2025-Q4
Decreased
12,442
-76.6%
$623,1360.0%$50.54
0
2025-Q3
Decreased
53,168
-0.3%
$2.6M0.0%$49.41
0
2025-Q2
Increased
53,301
+4.3%
$2.4M0.0%$45.00
27
2025-Q1
Decreased
51,130
-62.5%
$2.2M0.0%$42.83
0
2024-Q4
Increased
136,428
+61.1%
$6.4M0.0%$46.01
39
2024-Q3
Decreased
84,673
-36.2%
$4.1M0.0%$46.94
0

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

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