JPMorgan Actv Small Cap ValuJPSVETF

13F holders, Q3 2025 (September 30)
6holders
0new positions
0sold out
1famous investor
$58.67avg. 13F price*

At the end of Q3 2025, 6 institutions reported holding JPMorgan Actv Small Cap Valu (JPSV) in their 13F filings, unchanged from Q2 2025. 0 opened new positions and 0 sold out. The largest holders were JPMorgan Chase & Co. ($11.7M), Geneos Wealth Management Inc. ($8.2M) and Citadel Advisors ($239K). 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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 13,725 shares bought and 4,522 shares sold, net +9,203 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 $11.7M
Geneos Wealth Management Inc. 0.21% Add +10.7% 139,244 $8.2M
Citadel Advisors 0.00% Add +8.7% 4,070 $239K
Royal Bank of Canada 0.00% Reduce -58.6% 3,021 $177K
Osaic Holdings, Inc. 0.00% No change 1,182 $69K
UBS Group AG 0.00% Reduce -48.1% 268 $16K

"% 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.