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JPSV — JPMORGAN ACTV SMALL CAP VALU

Reported value held$14.14M
Funds holding (latest)3
Sector—
Funds holding (Q2 2026)1
Institutional value$13.71M · 200.00K sh
New / Add / Cut / Exit1 / 0 / 0 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +2678.9% (+192.80K sh)
Institutional value change Up +3139.6%

As of Q2 2026, 1 SEC-registered investment managers reported holding JPSV (JPMORGAN ACTV SMALL CAP VALU) in their latest 13F filings, with a combined reported value of $13.71M across 200.00K shares. That is +2678.9% by share count (+192.80K shares) versus the previous quarter, while reported value moved +3139.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 1 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 200.00K $13.71M 0.00% New

Q1 2026 — 1 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 7.20K $423.27K 0.00% New

Q4 2025 — 2 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 200.00K $11.60M 0.00% Hold
UBS Group AG history 31 $1.80K 0.00% Reduce

Q3 2025 — 3 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 200.00K $11.73M 0.00% Hold
Citadel Advisors history 4.07K $238.79K 0.00% Add
UBS Group AG history 268 $15.72K 0.00% Reduce

Q2 2025 — 3 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 200.00K $11.26M 0.00% Hold
Citadel Advisors history 3.75K $210.93K 0.00% New
UBS Group AG history 516 $29.06K 0.00% Reduce

Q1 2025 — 2 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 200.00K $11.08M 0.00% Hold
UBS Group AG history 810 $44.87K 0.00% Add

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 3 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
JPMorgan Chase & Co 200.00K — 200.00K 200.00K 200.00K 200.00K 200.00K 200.00K 200.00K 200.00K 200.00K 200.00K 200.00K 200.00K
Citadel Advisors — 7.20K — 4.07K 3.75K — — — — 3.99K — — — 7.98K
UBS Group AG — — 31 268 516 810 94 — — 97 — — — —

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