UBS Group’s JPMorgan Active Small Cap Value ETF JPSV Stock Holding History

UBS Group’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	-31	Closed	-$1.8K	–	10851
2025 Q4	$1.8K	Sell	31 -237	-88%	-$13.7K	﹤0.01%	9465
2025 Q3	$15.7K	Sell	268 -248	-48%	-$14.5K	﹤0.01%	8311
2025 Q2	$29.1K	Sell	516 -294	-36%	-$16K	﹤0.01%	8184
2025 Q1	$44.9K	Buy	810 +716	+762%	+$41.3K	﹤0.01%	7672
2024 Q4	$5.49K	Buy	+94	New	+$5.72K	﹤0.01%	8652
2024 Q2	–	Sell	-97	Closed	-$5.46K	–	9806
2024 Q1	$5.46K	Buy	+97	New	+$5.19K	﹤0.01%	7541

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

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

IAIM

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

UBS Group's JPSV Position: Q1 2026 in Review

UBS Group sold out of JPMorgan Active Small Cap Value ETF (JPSV) in Q1 2026, closing a stake of 31 shares — an estimated $1.8K sold.

UBS Group first reported a position in JPSV in Q1 2024 and held it in 6 quarters. The position peaked at $44.9K in Q1 2025. 4 funds tracked by Wall St. Rank hold JPSV as of Q1 2026.

UBS Group reported no remaining JPMorgan Active Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 31 JPMorgan Active Small Cap Value ETF shares in Q1 2026, an estimated $1.8K.
UBS Group first reported a position in JPMorgan Active Small Cap Value ETF in Q1 2024 and held it in 6 quarters.
UBS Group's JPMorgan Active Small Cap Value ETF position peaked at $44.9K in Q1 2025.
4 funds tracked by Wall St. Rank held JPMorgan Active Small Cap Value ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.