Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / ACTIVE SM CP VAL
-
Total 13F shares
-
359,250
-
Share change
-
+5,879
-
Total reported value
-
$20,875,526
-
Price per share
-
$58.01
-
Number of holders
-
7
-
Value change
-
+$338,354
-
Number of buys
-
3
-
Number of sells
-
3
Institutional Holders of J P MORGAN EXCHANGE TRADED F - ACTIVE SM CP VAL (JPSV) as of Q4 2025
As of 31 Dec 2025,
J P MORGAN EXCHANGE TRADED F - ACTIVE SM CP VAL (JPSV) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
359,250 shares.
The largest 7 holders included
JPMORGAN CHASE & CO, Geneos Wealth Management Inc., OPAL CAPITAL LLC, ROYAL BANK OF CANADA, OSAIC HOLDINGS, INC., INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC, and UBS Group AG.
This page lists
7
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.