JPMorgan Active Small Cap Value ETF
JPSV
5 hedge funds and large institutions have $14.7M invested in JPMorgan Active Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 0 closing their positions.
150% more funds holding
Funds holding: 2 → 5 (+3)
16% more capital invested
Capital invested by funds: $12.6M → $14.7M (+$2.04M)
0.93% more ownership
Funds ownership: 72.98% → 73.91% (+0.93%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$2.78M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.72K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$419K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $11.7M | – | – | – |
|
|
GWM
2
Geneos Wealth Management
Englewood,
Colorado
| $2.67M | +$2.78M | +45,687 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $278K | -$419K | -6,886 | -59% |
|
|
SFGP
4
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| $44.9K | +$46.7K | +768 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $5.49K | +$5.72K | +94 | New |
|
JPSV Hedge Fund Activity: Q4 2024 in Review
5 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Small Cap Value ETF (JPSV) for Q4 2024, worth a combined $14.7M — up 16% from $12.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JPSV positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $2.78M. The largest seller was Royal Bank of Canada, cutting an estimated $419K.
- 5 institutional investors held JPMorgan Active Small Cap Value ETF (JPSV) as of Q4 2024, up from 2 in Q3 2024.
- Funds reported $14.7M of JPMorgan Active Small Cap Value ETF stock for Q4 2024, up 16% quarter-over-quarter.
- 3 funds opened new JPMorgan Active Small Cap Value ETF positions in Q4 2024 and 0 closed out, a net change of +3 holders.
- The largest JPMorgan Active Small Cap Value ETF buyer in Q4 2024 was Geneos Wealth Management, an estimated $2.78M added.
- The largest JPMorgan Active Small Cap Value ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $419K sold.
Based on aggregated 13F filings for Q4 2024.