Opal Capital’s JPMorgan Active Small Cap Value ETF JPSV Stock Holding History

Opal Capital’s Portfolio JPSV Stock Details JPSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,586	Closed	-$359K	–	182
2025 Q4	$359K	Buy	+5,586	New	+$324K	0.09%	123

Other funds holding JPSV

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Opal Capital's JPSV Position: Q1 2026 in Review

Opal Capital sold out of JPMorgan Active Small Cap Value ETF (JPSV) in Q1 2026, closing a stake of 5,586 shares — an estimated $359K sold.

Opal Capital first reported a position in JPSV in Q4 2025 and held it in 1 quarter. The position peaked at $359K in Q4 2025. 4 funds tracked by Wall St. Rank hold JPSV as of Q1 2026.

Opal Capital reported no remaining JPMorgan Active Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Opal Capital sold 5,586 JPMorgan Active Small Cap Value ETF shares in Q1 2026, an estimated $359K.
Opal Capital first reported a position in JPMorgan Active Small Cap Value ETF in Q4 2025 and held it in 1 quarter.
Opal Capital's JPMorgan Active Small Cap Value ETF position peaked at $359K in Q4 2025.
4 funds tracked by Wall St. Rank held JPMorgan Active Small Cap Value ETF as of Q1 2026.

Based on Opal Capital's 13F filing for Q1 2026, filed 18 May 2026.