Appleton Partners Inc. MA Has $8.28 Million Holdings in JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE)

Appleton Partners Inc. MA trimmed its position in JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE) by 0.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 176,944 shares of the company’s stock after selling 757 shares during the quarter. Appleton Partners Inc. MA owned approximately 1.61% of JPMorgan Diversified Return U.S. Small Cap Equity ETF worth $8,283,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in the company. Koss Olinger Consulting LLC lifted its position in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF by 1.3% in the 3rd quarter. Koss Olinger Consulting LLC now owns 1,211,892 shares of the company’s stock valued at $58,207,000 after acquiring an additional 15,541 shares in the last quarter. Raymond James & Associates lifted its holdings in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF by 1,239.5% in the third quarter. Raymond James & Associates now owns 564,297 shares of the company’s stock valued at $27,103,000 after purchasing an additional 522,168 shares in the last quarter. Capital Advisors Wealth Management LLC boosted its position in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF by 58.6% in the fourth quarter. Capital Advisors Wealth Management LLC now owns 383,263 shares of the company’s stock worth $17,940,000 after buying an additional 141,637 shares during the period. Teamwork Financial Advisors LLC grew its holdings in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF by 13.9% during the third quarter. Teamwork Financial Advisors LLC now owns 333,125 shares of the company’s stock valued at $16,000,000 after buying an additional 40,754 shares in the last quarter. Finally, Goldstein Advisors LLC raised its position in JPMorgan Diversified Return U.S. Small Cap Equity ETF by 4.0% during the fourth quarter. Goldstein Advisors LLC now owns 228,895 shares of the company’s stock valued at $10,714,000 after buying an additional 8,838 shares during the period.

JPMorgan Diversified Return U.S. Small Cap Equity ETF Trading Down 1.0 %

Shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF stock opened at $47.00 on Friday. JPMorgan Diversified Return U.S. Small Cap Equity ETF has a 1 year low of $41.83 and a 1 year high of $52.04. The stock has a 50-day moving average price of $48.06 and a 200 day moving average price of $47.70. The company has a market cap of $517 million, a P/E ratio of 11.90 and a beta of 1.07.

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.