JP Morgan Chase
USVM icon

JP Morgan Chase’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

JP Morgan Chase’s Portfolio USVM Stock Details USVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$816K Buy
7,435
+377
+5% +$39K ﹤0.01% 4811
2026
Q1 		$653K Buy
7,058
+676
+11% +$65.2K ﹤0.01% 4848
2025
Q4 		$583K Buy
6,382
+2,445
+62% +$221K ﹤0.01% 4921
2025
Q3 		$357K Buy
3,937
+3,835
+3,760% +$333K ﹤0.01% 5210
2025
Q2 		$8.56K Buy
+102
New +$8.06K ﹤0.01% 6338

Other funds holding USVM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return
FCT
Family Capital Trust Peabody, Massachusetts $307M AUM 13.97% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

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

JP Morgan Chase increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 5.3% in Q2 2026, buying an estimated $39K and bringing the position to 7,435 shares worth $816K. The position accounts for ﹤0.01% of the portfolio, ranked #4811.

JP Morgan Chase first reported a position in USVM in Q2 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

  • JP Morgan Chase held 7,435 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $816K as of Q2 2026.
  • JP Morgan Chase bought 377 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $39K.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4811 holding.
  • JP Morgan Chase first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q2 2025 and has held it in 5 quarters since.
  • 63 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

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