Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / ACTIVE SM CP VAL
-
Number of holders
-
6
-
Total 13F shares, excl. options
-
338,582
-
Shares change
-
+74,089
-
Total reported value, excl. options
-
$19,069,987
-
Value change
-
+$4,173,462
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Number of buys
-
3
-
Number of sells
-
2
-
Price
-
$56.32
Institutional Holders of J P MORGAN EXCHANGE TRADED F - ACTIVE SM CP VAL (JPSV) as of Q2 2025
As of 30 Jun 2025 J P MORGAN EXCHANGE TRADED F - ACTIVE SM CP VAL (JPSV) had 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 338,582 shares of stock of the company.
Largest 6 holders included JPMORGAN CHASE & CO, Geneos Wealth Management Inc., Royal Bank of Canada, CITADEL ADVISORS LLC, OSAIC HOLDINGS, INC., and UBS Group AG.
This table shows 6 institutional shareholders of the security as of 30 Jun 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.