JP Morgan Chase
AFSM icon

JP Morgan Chase’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

JP Morgan Chase’s Portfolio AFSM Stock Details AFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.34M Buy
136,237
+30,122
+28% +$1.02M ﹤0.01% 3455
2025
Q4 		$3.49M Buy
106,115
+76,498
+258% +$2.49M ﹤0.01% 3642
2025
Q3 		$969K Buy
+29,617
New +$931K ﹤0.01% 4623

Other funds holding AFSM

JJBC
James J. Burns & Company Melville, New York $737M AUM 17.98% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

JP Morgan Chase's AFSM Position: Q1 2026 in Review

JP Morgan Chase increased its First Trust Active Factor Small Cap ETF (AFSM) stake by 28% in Q1 2026, buying an estimated $1.02M and bringing the position to 136,237 shares worth $4.34M. The position accounts for ﹤0.01% of the portfolio, ranked #3455.

JP Morgan Chase first reported a position in AFSM in Q3 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold AFSM as of Q1 2026.

  • JP Morgan Chase held 136,237 shares of First Trust Active Factor Small Cap ETF worth $4.34M as of Q1 2026.
  • JP Morgan Chase bought 30,122 First Trust Active Factor Small Cap ETF shares in Q1 2026, an estimated $1.02M.
  • First Trust Active Factor Small Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3455 holding.
  • JP Morgan Chase first reported a position in First Trust Active Factor Small Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.