JP Morgan Chase
OSCV icon

JP Morgan Chase’s Opus Small Cap Value ETF OSCV Stock Holding History

JP Morgan Chase’s Portfolio OSCV Stock Details OSCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$92.1K Hold
2,374
– – ﹤0.01% 5876
2025
Q4 		$87.9K Sell
2,374
-122
-5% -$4.57K ﹤0.01% 5957
2025
Q3 		$95.4K Buy
2,496
+1,501
+151% +$56.2K ﹤0.01% 5929
2025
Q2 		$35.9K Sell
995
-956
-49% -$33.3K ﹤0.01% 6034
2025
Q1 		$68K Sell
1,951
-33
-2% -$1.2K ﹤0.01% 5756
2024
Q4 		$73.4K Sell
1,984
-772
-28% -$29.8K ﹤0.01% 5878
2024
Q3 		$103K Buy
2,756
+1,159
+73% +$42.2K ﹤0.01% 5686
2024
Q2 		$55.1K Hold
1,597
– – ﹤0.01% 5812
2024
Q1 		$57.4K Hold
1,597
– – ﹤0.01% 5882
2023
Q4 		$53.6K Sell
1,597
-562
-26% -$17.6K ﹤0.01% 5974
2023
Q3 		$65.5K Buy
2,159
+108
+5% +$3.45K ﹤0.01% 5703
2023
Q2 		$65.5K Hold
2,051
– – ﹤0.01% 5642
2023
Q1 		$63.9K Sell
2,051
-49
-2% -$1.56K ﹤0.01% 5621
2022
Q4 		$65K Buy
+2,100
New +$65.5K ﹤0.01% 5519

Other funds holding OSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

JP Morgan Chase held its Opus Small Cap Value ETF (OSCV) position steady in Q1 2026 at 2,374 shares worth $92.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5876.

JP Morgan Chase first reported a position in OSCV in Q4 2022 and has held it in 14 quarters since. The position peaked at $103K in Q3 2024. 72 funds tracked by Wall St. Rank hold OSCV as of Q1 2026.

  • JP Morgan Chase held 2,374 shares of Opus Small Cap Value ETF worth $92.1K as of Q1 2026.
  • JP Morgan Chase left its Opus Small Cap Value ETF share count unchanged in Q1 2026.
  • Opus Small Cap Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5876 holding.
  • JP Morgan Chase first reported a position in Opus Small Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • JP Morgan Chase's Opus Small Cap Value ETF position peaked at $103K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q1 2026.

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