Stonehaven Wealth & Tax Solutions LLC Purchases New Position in JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE)

Stonehaven Wealth & Tax Solutions LLC acquired a new position in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 31,382 shares of the company’s stock, valued at approximately $1,469,000. JPMorgan Diversified Return U.S. Small Cap Equity ETF accounts for 1.6% of Stonehaven Wealth & Tax Solutions LLC’s investment portfolio, making the stock its 16th biggest position.

A number of other institutional investors and hedge funds have also bought and sold shares of JPSE. Sanctuary Advisors LLC purchased a new position in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF during the third quarter valued at $423,000. JPMorgan Chase & Co. grew its holdings in JPMorgan Diversified Return U.S. Small Cap Equity ETF by 10.0% during the 3rd quarter. JPMorgan Chase & Co. now owns 17,580 shares of the company’s stock worth $844,000 after acquiring an additional 1,602 shares in the last quarter. Commonwealth Equity Services LLC increased its position in JPMorgan Diversified Return U.S. Small Cap Equity ETF by 1.6% during the 4th quarter. Commonwealth Equity Services LLC now owns 48,054 shares of the company’s stock valued at $2,249,000 after purchasing an additional 772 shares during the period. Family Capital Management Inc. raised its holdings in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF by 8.1% in the 4th quarter. Family Capital Management Inc. now owns 45,479 shares of the company’s stock valued at $2,129,000 after purchasing an additional 3,395 shares in the last quarter. Finally, Centerpoint Advisory Group purchased a new stake in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF in the 4th quarter worth approximately $310,000.

JPMorgan Diversified Return U.S. Small Cap Equity ETF Stock Down 0.4 %

Shares of JPSE stock opened at $40.49 on Wednesday. The company’s 50 day moving average is $43.91 and its 200 day moving average is $46.82. The firm has a market cap of $412.19 million, a price-to-earnings ratio of 14.41 and a beta of 1.06. JPMorgan Diversified Return U.S. Small Cap Equity ETF has a 52-week low of $37.66 and a 52-week high of $52.05.

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.