JPMorgan Active Small Cap Value ETF
JPSV
4 hedge funds and large institutions have $20.5M invested in JPMorgan Active Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 4 closing their positions.
2% less capital invested
Capital invested by funds: $20.9M → $20.5M (-$360K)
3.05% less ownership
Funds ownership: 88.7% → 85.66% (-3%)
43% less funds holding
Funds holding: 7 → 4 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$434K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Opal Capital
Boca Raton,
Florida
|
-$359K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$321K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$187K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$63.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $11.6M | – | – | – |
|
|
GWM
2
Geneos Wealth Management
Englewood,
Colorado
| $8.46M | -$321K | -5,316 | -4% |
|
|
3
Citadel Advisors
Miami,
Florida
| $423K | +$434K | +7,197 | New |
|
|
IAIM
4
International Assets Investment Management
Orlando,
Florida
| $3.96K | – | – | – |
|
|
OC
5
Opal Capital
Boca Raton,
Florida
| – | -$359K | -5,586 | Closed |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$187K | -3,219 | Closed |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| – | -$63.7K | -1,096 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$1.8K | -31 | Closed |
|
JPSV Hedge Fund Activity: Q1 2026 in Review
4 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Small Cap Value ETF (JPSV) for Q1 2026, worth a combined $20.5M — down 1.7% from $20.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JPSV and 1 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 0 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $434K. The largest seller was Opal Capital, exiting entirely with an estimated $359K sold.
- 4 institutional investors held JPMorgan Active Small Cap Value ETF (JPSV) as of Q1 2026, down from 7 in Q4 2025.
- Funds reported $20.5M of JPMorgan Active Small Cap Value ETF stock for Q1 2026, down 1.7% quarter-over-quarter.
- 1 fund opened new JPMorgan Active Small Cap Value ETF positions in Q1 2026 and 4 closed out, a net change of -3 holders.
- The largest JPMorgan Active Small Cap Value ETF buyer in Q1 2026 was Citadel Advisors, an estimated $434K added.
- The largest JPMorgan Active Small Cap Value ETF seller in Q1 2026 was Opal Capital, an estimated $359K sold.
Based on aggregated 13F filings for Q1 2026.