JPMorgan Actv Small Cap ValuJPSVETF
13F holders, Q1 2026 (March 31)4holders −3
1new positions
4sold out
1famous investor
$58.41avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding JPMorgan Actv Small Cap Valu (JPSV) in their 13F filings, down 3 from Q4 2025. 1 opened new positions and 4 sold out. The largest holders were JPMorgan Chase & Co. ($11.6M), Geneos Wealth Management Inc. ($8.5M) and Citadel Advisors ($423K). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $423K |
| Exits | 4 | $611K |
All 13F filers, Q4 2025 → Q1 2026: 7,197 shares bought and 15,248 shares sold, net −8,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| JPMorgan Chase & Co. | 0.00% | No change | 200,000 | $11.6M |
| Geneos Wealth Management Inc. | 0.20% | Reduce -3.6% | 143,935 | $8.5M |
| Citadel Advisors | 0.00% | New | 7,197 | $423K |
| International Assets Investment Management, LLC | 0.00% | No change | 67 | $4K |
"% 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.