JP Morgan Chase
XSVM icon

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
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 – 7778
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 – – 7299
2022
Q4 		$0 Sell
7
-676
-99% -$31.5K ﹤0.01% 7067
2022
Q3 		$28K Buy
+683
New +$31.8K ﹤0.01% 5717

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return