JP Morgan Chase’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

JP Morgan Chase’s Portfolio XSVM Stock Details XSVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34M	Buy	19,173 +313	+2%	+$20.7K	﹤0.01%	4478
2026 Q1	$1.11M	Buy	18,860 +2,997	+19%	+$182K	﹤0.01%	4540
2025 Q4	$906K	Buy	15,863 +14,656	+1,214%	+$825K	﹤0.01%	4672
2025 Q3	$68.1K	Buy	+1,207	New	+$66.6K	﹤0.01%	6109
2024 Q4	–	Sell	-12,468	Closed	-$686K	–	7771
2024 Q3	$686K	Buy	12,468 +11,460	+1,137%	+$626K	﹤0.01%	4712
2024 Q2	$52.8K	Sell	1,008 -11,990	-92%	-$650K	﹤0.01%	5837
2024 Q1	$740K	Buy	+12,998	New	+$696K	﹤0.01%	4542
2023 Q1	–	Sell	-7	Closed	–	–	7286
2022 Q4	$0	Sell	7 -676	-99%	-$31.5K	﹤0.01%	7056
2022 Q3	$28K	Buy	+683	New	+$31.8K	﹤0.01%	5717

Other funds holding XSVM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

JP Morgan Chase increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 1.7% in Q2 2026, buying an estimated $20.7K and bringing the position to 19,173 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #4478.

JP Morgan Chase first reported a position in XSVM in Q3 2022 and has held it in 9 quarters since. 130 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

JP Morgan Chase held 19,173 shares of Invesco S&P SmallCap Value with Momentum ETF worth $1.34M as of Q2 2026.
JP Morgan Chase bought 313 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $20.7K.
Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4478 holding.
JP Morgan Chase first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2022 and has held it in 9 quarters since.
130 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

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