JP Morgan Chase
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JP Morgan Chase’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

JP Morgan Chase’s Portfolio SEIV Stock Details SEIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.19K Hold
85
– – ﹤0.01% 7333
2026
Q2 		$4.1K Hold
85
– – ﹤0.01% 7103
2026
Q1 		$3.45K Hold
85
– – ﹤0.01% 6937
2025
Q4 		$3.53K Buy
+85
New +$3.4K ﹤0.01% 6864
2025
Q3 		– Sell
-85
Closed -$3.03K – 7687
2025
Q2 		$3.03K Hold
85
– – ﹤0.01% 6478
2025
Q1 		$2.76K Buy
+85
New +$2.85K ﹤0.01% 6508

Other funds holding SEIV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Summit Wealth Group (Colorado)
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
StoneCrest Wealth Management
StoneCrest Wealth Management Chandler, Arizona $311M AUM 40.87% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
K2 Financial
K2 Financial Glendora, California $144M AUM 7.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

JP Morgan Chase's SEIV Position: Q3 2026 in Review

JP Morgan Chase held its SEI QiM U.S. Large Cap Value Active ETF (SEIV) position steady in Q3 2026 at 85 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #7333.

JP Morgan Chase first reported a position in SEIV in Q1 2025 and has held it in 6 quarters since. 59 funds tracked by Wall St. Rank hold SEIV as of Q3 2026.

  • JP Morgan Chase held 85 shares of SEI QiM U.S. Large Cap Value Active ETF worth $4.19K as of Q3 2026.
  • JP Morgan Chase left its SEI QiM U.S. Large Cap Value Active ETF share count unchanged in Q3 2026.
  • SEI QiM U.S. Large Cap Value Active ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #7333 holding.
  • JP Morgan Chase first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q1 2025 and has held it in 6 quarters since.
  • 59 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.