JPMorgan Small Cap Value Fund Class R3
Ticker JSVPX · Mutual fund · Share class: Class R3Retail / revenue sharing
Matched by tickerAll JPMorgan fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
11
1 with $250K or more
Dollars held
$639K
69,851 of 69,862 plans with fund lines hold none
Median per plan
$14K
Share of their fund dollars
0.2%
Same fund, other share classes
47 plans hold a costlier class of this fund than the cheapest class held in the data.
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
No plan added or dropped this fund between 2024 and 2025.
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold JPMorgan Small Cap Value Fund Class R3
The largest 10 plans in each list.
| Whitman-Walker Health 403(b) Plan$29.3M plan · Whitman-Walker Clinic, Inc., DC · Principal | $278K |
| BL Companies 401(k) Plan$73.8M plan · BL Companies, Inc., CT · Principal | $150K |
| Apg Polytech Savings Plan for Bargaining Unit Employees$8.7M plan · Apg Polytech, LLC, WV · Not identified | $99K |
| Pools of Fun INC.401(k) Plan$857K plan · Pools of Fun, Inc., IN · ADP | $55K |
| Retirement Plus of Memorial Health System Hospitals$131M plan · Marietta Memorial Hospital, OH · Nationwide | $37K |
| Memorial Health System Hospitals Defined Contribution Plan$37.4M plan · Marietta Memorial Hospital, OH · Trustmont Advisory Group | $14K |
| Express Omv 401(k) Plan and Trust$2.1M plan · Express Omv, LA · ADP | $3K |
| Choice 401(k) Plan$1.1M plan · Choice of New Rochelle, NY · ADP | $1K |
| Charles County School Bus Contractors Assoc. Retirement Plan$2.9M plan · Charles County School Bus Contractors Association, NY · Long Island Employee Benefits Group | $733 |
| Avw-Gme 401(k) Plan$6.5M plan · Apple Valley Waste Services, Inc., WV · Nationwide | $686 |
Plans whose filed schedule lists JPMorgan Small Cap Value Fund Class R3.
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How the filings spell it
Show 5 names seen in the filings
- JP Morgan Sm Cap Value R3 Fund
- JP Morgan Small Cap Value R3 Fund
- JPMorgan Small Cap Value
- JPMorgan Small Cap Value Fund R3
- Jpmorgan Small Cap Value R3