JPMorgan Actv Small Cap ValuJPSVETF
13F holders, Q2 2025 (June 30)6holders
1new positions
1sold out
1famous investor
$56.32avg. 13F price*
At the end of Q2 2025, 6 institutions reported holding JPMorgan Actv Small Cap Valu (JPSV) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were JPMorgan Chase & Co. ($11.3M), Geneos Wealth Management Inc. ($7.1M) and Royal Bank of Canada ($411K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Actv Small Cap Valu
- CUSIP
- 46654Q708
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $211K |
| Exits | 1 | $43K |
All 13F filers, Q1 2025 → Q2 2025: 75,151 shares bought and 1,062 shares sold, net +74,089 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 | $11.3M |
| Geneos Wealth Management Inc. | 0.17% | Add +122.2% | 125,844 | $7.1M |
| Royal Bank of Canada | 0.00% | Add +43.1% | 7,295 | $411K |
| Citadel Advisors | 0.00% | New | 3,745 | $211K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,182 | $67K |
| UBS Group AG | 0.00% | Reduce -36.3% | 516 | $29K |
"% 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.