Osaic Holdings
JPSV

Osaic Holdings’s JPMorgan Active Small Cap Value ETF JPSV Stock Holding History

Osaic Holdings’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
Q2 		$75.8K Buy
+1,096
New +$70.1K ﹤0.01% 5168
2026
Q1 		– Sell
-1,096
Closed -$63.7K – 7950
2025
Q4 		$63.7K Sell
1,096
-86
-7% -$4.99K ﹤0.01% 5069
2025
Q3 		$69.2K Hold
1,182
– – ﹤0.01% 5087
2025
Q2 		$66.7K Hold
1,182
– – ﹤0.01% 4830
2025
Q1 		$65.6K Buy
+1,182
New +$68.2K ﹤0.01% 4508

Other funds holding JPSV

JP Morgan Chase
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Osaic Holdings's JPSV Position: Q2 2026 in Review

Osaic Holdings opened a new position in JPMorgan Active Small Cap Value ETF (JPSV) in Q2 2026: 1,096 shares worth $75.8K. The stake represents ﹤0.01% of the portfolio and ranks #5168 among its holdings. This is a return to the name: Osaic Holdings previously reported a position in JPSV as recently as Q4 2025.

Osaic Holdings first reported a position in JPSV in Q1 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold JPSV as of Q2 2026.

  • Osaic Holdings held 1,096 shares of JPMorgan Active Small Cap Value ETF worth $75.8K as of Q2 2026.
  • JPMorgan Active Small Cap Value ETF was a new Osaic Holdings position in Q2 2026.
  • JPMorgan Active Small Cap Value ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5168 holding.
  • Osaic Holdings first reported a position in JPMorgan Active Small Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 6 funds tracked by Wall St. Rank held JPMorgan Active Small Cap Value ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.