JPMorgan Actv Small Cap ValuJPSVETF

13F holders, Q2 2026 (June 30)
6holders +2
3new positions
1sold out
$68.73avg. 13F price*

At the end of Q2 2026, 6 institutions reported holding JPMorgan Actv Small Cap Valu (JPSV) in their 13F filings, up 2 from Q1 2026. 3 opened new positions and 1 sold out. The largest holders were JPMorgan Chase & Co. ($13.7M), Geneos Wealth Management Inc. ($7.5M) and Susquehanna International Group, LLP ($987K).

Company
JPMorgan Actv Small Cap Valu
CUSIP
46654Q708
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 4Q1 2024Q2 2024: 3Q2 2024Q3 2024: 2Q3 2024Q4 2024: 5Q4 2024Q1 2025: 6Q1 2025Q2 2025: 6Q2 2025Q3 2025: 6Q3 2025Q4 2025: 7Q4 2025Q1 2026: 4Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions3$1.1M
Exits1$423K

All 13F filers, Q1 2026 → Q2 2026: 15,605 shares bought and 42,205 shares sold, net −26,600 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

JPMorgan Chase & Co. 0.00% No change 200,000 $13.7M
Geneos Wealth Management Inc. 0.15% Reduce -24.3% 108,927 $7.5M
Susquehanna International Group, LLP 0.00% New 14,309 $987K
Osaic Holdings, Inc. 0.00% New 1,096 $76K
Allworth Financial LP 0.00% New 200 $14K
International Assets Investment Management, LLC 0.00% No change 67 $5K

"% of holder's portfolio" is JPSV's weight in each manager's 13F, not the share of JPMorgan Actv Small Cap Valu the manager owns.