JPMorgan Actv Small Cap ValuJPSVETF
13F holders, Q4 2024 (December 31)5holders +3
2new positions
0sold out
$58.45avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding JPMorgan Actv Small Cap Valu (JPSV) in their 13F filings, up 3 from Q3 2024. 2 opened new positions and 0 sold out. The largest holders were JPMorgan Chase & Co. ($11.7M), Geneos Wealth Management Inc. ($2.7M) and Royal Bank of Canada ($278K).
- Company
- JPMorgan Actv Small Cap Valu
- CUSIP
- 46654Q708
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.7M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 45,781 shares bought and 6,886 shares sold, net +38,895 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| JPMorgan Chase & Co. | 0.00% | No change | 200,000 | $11.7M |
| Geneos Wealth Management Inc. | 0.09% | New | 45,687 | $2.7M |
| Royal Bank of Canada | 0.00% | Reduce -59.2% | 4,752 | $278K |
| Stonebridge Financial Group, LLC | 0.00% | — | 768 | $45K |
| UBS Group AG | 0.00% | New | 94 | $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.