JP Morgan Chase
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JP Morgan Chase’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

JP Morgan Chase’s Portfolio BSVO Stock Details BSVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.71M Buy
195,859
+60,559
+45% +$1.67M ﹤0.01% 3335
2026
Q1 		$3.37M Buy
135,300
+62,471
+86% +$1.58M ﹤0.01% 3684
2025
Q4 		$1.7M Buy
72,829
+50,615
+228% +$1.16M ﹤0.01% 4213
2025
Q3 		$503K Sell
22,214
-5,928
-21% -$130K ﹤0.01% 5040
2025
Q2 		$574K Sell
28,142
-505
-2% -$9.65K ﹤0.01% 4704
2025
Q1 		$557K Sell
28,647
-67,897
-70% -$1.43M ﹤0.01% 4696
2024
Q4 		$2.09M Hold
96,544
– – ﹤0.01% 4129
2024
Q3 		$2.13M Hold
96,544
– – ﹤0.01% 3960
2024
Q2 		$1.97M Hold
96,544
– – ﹤0.01% 3807
2024
Q1 		$2.05M Sell
96,544
-1,440
-1% -$29.3K ﹤0.01% 3825
2023
Q4 		$2.06M Buy
97,984
+90,597
+1,226% +$1.7M ﹤0.01% 3816
2023
Q3 		$135K Buy
+7,387
New +$138K ﹤0.01% 5309

Other funds holding BSVO

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SIMC
Squire Investment Management Company Orem, Utah $415M AUM 26.07% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
KRW
Kaufman Rossin Wealth Miami, Florida $211M AUM 35.68% 1-Year Est. Return
CA
Claris Advisors St. Louis, Missouri $383M AUM 27.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

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

JP Morgan Chase increased its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 45% in Q2 2026, buying an estimated $1.67M and bringing the position to 195,859 shares worth $5.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3335.

JP Morgan Chase first reported a position in BSVO in Q3 2023 and has held it in 12 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • JP Morgan Chase held 195,859 shares of EA Bridgeway Omni Small-Cap Value ETF worth $5.71M as of Q2 2026.
  • JP Morgan Chase bought 60,559 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $1.67M.
  • EA Bridgeway Omni Small-Cap Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3335 holding.
  • JP Morgan Chase first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

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