JPMorgan Actv Small Cap ValuJPSVETF
13F holders, Q4 2025 (December 31)7holders +1
1new positions
1sold out
$58.11avg. 13F price*
At the end of Q4 2025, 7 institutions reported holding JPMorgan Actv Small Cap Valu (JPSV) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were JPMorgan Chase & Co. ($11.6M), Geneos Wealth Management Inc. ($8.7M) and Opal Capital LLC ($359K).
- Company
- JPMorgan Actv Small Cap Valu
- CUSIP
- 46654Q708
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4K |
| Exits | 1 | $239K |
All 13F filers, Q3 2025 → Q4 2025: 10,272 shares bought and 4,393 shares sold, net +5,879 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| JPMorgan Chase & Co. | 0.00% | No change | 200,000 | $11.6M |
| Geneos Wealth Management Inc. | 0.21% | Add +7.2% | 149,251 | $8.7M |
| Opal Capital LLC | 0.09% | — | 5,586 | $359K |
| Royal Bank of Canada | 0.00% | Add +6.5% | 3,219 | $187K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.3% | 1,096 | $64K |
| International Assets Investment Management, LLC | 0.00% | New | 67 | $4K |
| UBS Group AG | 0.00% | Reduce -88.4% | 31 | $2K |
"% 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.