Stonebridge Financial Group (Pennsylvania)’s JPMorgan Active Small Cap Value ETF JPSV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025 Q2	–	Sell	-768	Closed	-$42.5K	–	583
2025 Q1	$42.5K	Hold	768	–	–	﹤0.01%	408
2024 Q4	$44.9K	Buy	+768	New	+$46.7K	﹤0.01%	400

Other funds holding JPSV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s JPSV Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of JPMorgan Active Small Cap Value ETF (JPSV) in Q2 2025, closing a stake of 768 shares — an estimated $42.5K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in JPSV in Q4 2024 and held it in 2 quarters. The position peaked at $44.9K in Q4 2024. 6 funds tracked by Wall St. Rank hold JPSV as of Q2 2025.

Stonebridge Financial Group (Pennsylvania) reported no remaining JPMorgan Active Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Stonebridge Financial Group (Pennsylvania) sold 768 JPMorgan Active Small Cap Value ETF shares in Q2 2025, an estimated $42.5K.
Stonebridge Financial Group (Pennsylvania) first reported a position in JPMorgan Active Small Cap Value ETF in Q4 2024 and held it in 2 quarters.
Stonebridge Financial Group (Pennsylvania)'s JPMorgan Active Small Cap Value ETF position peaked at $44.9K in Q4 2024.
6 funds tracked by Wall St. Rank held JPMorgan Active Small Cap Value ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.