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
Q2 		$5.54M Sell
136,071
-166
-0.1% -$6.19K ﹤0.01% 3371
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 $924M AUM 22.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

JP Morgan Chase's AFSM Position: Q2 2026 in Review

JP Morgan Chase reduced its First Trust Active Factor Small Cap ETF (AFSM) stake by 0.12% in Q2 2026, selling an estimated $6.19K and leaving 136,071 shares worth $5.54M. The position accounts for ﹤0.01% of the portfolio, ranked #3371.

JP Morgan Chase first reported a position in AFSM in Q3 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold AFSM as of Q2 2026.

  • JP Morgan Chase held 136,071 shares of First Trust Active Factor Small Cap ETF worth $5.54M as of Q2 2026.
  • JP Morgan Chase sold 166 First Trust Active Factor Small Cap ETF shares in Q2 2026, an estimated $6.19K.
  • First Trust Active Factor Small Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3371 holding.
  • JP Morgan Chase first reported a position in First Trust Active Factor Small Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.