Foster Victor Wealth Advisors LLC Has $14.35 Million Position in JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE)

Foster Victor Wealth Advisors LLC trimmed its position in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE) by 2.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 442,324 shares of the company’s stock after selling 9,683 shares during the period. JPMorgan Diversified Return U.S. Small Cap Equity ETF accounts for approximately 6.2% of Foster Victor Wealth Advisors LLC’s portfolio, making the stock its 4th largest holding. Foster Victor Wealth Advisors LLC owned 7.63% of JPMorgan Diversified Return U.S. Small Cap Equity ETF worth $14,345,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the business. Cambridge Investment Research Advisors Inc. raised its stake in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF by 116.1% during the 2nd quarter. Cambridge Investment Research Advisors Inc. now owns 54,724 shares of the company’s stock valued at $1,689,000 after purchasing an additional 29,400 shares during the period. Envestnet Asset Management Inc. grew its holdings in JPMorgan Diversified Return U.S. Small Cap Equity ETF by 5.9% in the 3rd quarter. Envestnet Asset Management Inc. now owns 198,669 shares of the company’s stock worth $6,020,000 after acquiring an additional 11,053 shares during the last quarter. Appleton Partners Inc. MA grew its holdings in JPMorgan Diversified Return U.S. Small Cap Equity ETF by 4.6% in the 3rd quarter. Appleton Partners Inc. MA now owns 129,368 shares of the company’s stock worth $3,920,000 after acquiring an additional 5,700 shares during the last quarter. RVW Wealth LLC purchased a new position in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF in the third quarter valued at about $3,228,000. Finally, Bank of America Corp DE increased its position in shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF by 9.3% in the second quarter. Bank of America Corp DE now owns 158,274 shares of the company’s stock valued at $4,884,000 after acquiring an additional 13,441 shares during the period.

JPMorgan Diversified Return U.S. Small Cap Equity ETF stock opened at $32.24 on Monday. The firm has a 50-day moving average of $32.12 and a 200-day moving average of $30.89. JPMorgan Diversified Return U.S. Small Cap Equity ETF has a 1-year low of $28.28 and a 1-year high of $32.78.

The company also recently disclosed a quarterly dividend, which was paid on Friday, December 27th. Shareholders of record on Tuesday, December 24th were paid a dividend of $0.1288 per share. This represents a $0.52 annualized dividend and a yield of 1.60%. This is a positive change from JPMorgan Diversified Return U.S. Small Cap Equity ETF’s previous quarterly dividend of $0.04. The ex-dividend date was Monday, December 23rd.

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Institutional Ownership by Quarter for JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE)

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