JPMorgan Actv Small Cap ValuJPSVETF
13F holders, Q1 2025 (March 31)6holders +1
1new positions
0sold out
$55.39avg. 13F price*
At the end of Q1 2025, 6 institutions reported holding JPMorgan Actv Small Cap Valu (JPSV) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were JPMorgan Chase & Co. ($11.1M), Geneos Wealth Management Inc. ($3.1M) and Royal Bank of Canada ($282K).
- Company
- JPMorgan Actv Small Cap Valu
- CUSIP
- 46654Q708
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $66K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 13,192 shares bought, net +13,192 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 | $11.1M |
| Geneos Wealth Management Inc. | 0.11% | Add +24.0% | 56,636 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +7.3% | 5,097 | $282K |
| Osaic Holdings, Inc. | 0.00% | New | 1,182 | $66K |
| UBS Group AG | 0.00% | Add +761.7% | 810 | $45K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 768 | $43K |
"% 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.