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JPSV

JPMorgan Active Small Cap Value ETF

4 hedge funds and large institutions have $12.6M invested in JPMorgan Active Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 24 (+2)

8% more capital invested

Capital invested by funds: $11.6M → $12.6M (+$934K)

2.13% less ownership

Funds ownership: 79.14%77.01% (-2.1%)

Holders
4
Holders Change
+2
Holders Change %
+100%
% of All Funds
0.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$11.2M
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.08M +$297K +5,557 +41%
Citadel Advisors
3
Citadel Advisors
Florida
$225K +$214K +3,992 New
UBS Group
4
UBS Group
Switzerland
$5.46K +$5.19K +97 New

JPSV Hedge Fund Activity: Q1 2024 in Review

4 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Small Cap Value ETF (JPSV) for Q1 2024, worth a combined $12.6M — up 8% from $11.6M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new JPSV positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $297K.

  • 4 institutional investors held JPMorgan Active Small Cap Value ETF (JPSV) as of Q1 2024, up from 2 in Q4 2023.
  • Funds reported $12.6M of JPMorgan Active Small Cap Value ETF stock for Q1 2024, up 8% quarter-over-quarter.
  • 2 funds opened new JPMorgan Active Small Cap Value ETF positions in Q1 2024 and 0 closed out, a net change of +2 holders.
  • The largest JPMorgan Active Small Cap Value ETF buyer in Q1 2024 was Royal Bank of Canada, an estimated $297K added.

Based on aggregated 13F filings for Q1 2024.