JPSV · JPMorgan Active Small Cap Value ETF ETF
$69.98
+0.28 (+0.40%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $20,654,714
Total Shares: 351,199
Institutional Ownership Trend
13 quarters
Holder Concentration
Across 4 13F filers · Δ vs Dec 31, 2025Top Holder
56.9%
+1.3 pts
Top 5
100.0%
+0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,927
Highly concentrated+98
Quarterly Activity
vs Dec 31, 2025
New
1
Increased
0
Decreased
1
Sold Out
4
Unchanged
2
Holder count:
-3
Institutional value:
-0.9%
Shares held:
-2.2%
Top Buyers
vs Dec 31, 2025No qualifying movers this quarter.
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mid Geneos Wealth Management Inc. | −5,316 | 143,935 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 7,197 | $423,269 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small OPAL CAPITAL LLC | 5,586 | $324,060 | |
| Mega ROYAL BANK OF CANADA | 3,219 | $186,743 | |
| Large OSAIC HOLDINGS, INC. | 1,096 | $63,582 | |
| Mega UBS Group AG | 31 | $1,798 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega JPMORGAN CHASE & CO JPSV | $11,762,400 | 56.95% | 200,000 | Shares | 2026-05-13 | |
| Mid Geneos Wealth Management Inc. JPSV | $8,465,105 | 40.98% | 143,935 | Shares | 2026-05-05 | |
| Mega CITADEL ADVISORS LLC JPSV | $423,269 | 2.05% | 7,197 | Shares | 2026-05-15 | |
| Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC JPSV | $3,940 | 0.02% | 67 | Shares | 2026-05-01 |