JPMorgan Active Small Cap Value ETF
JPSV
6 hedge funds and large institutions have $19.8M invested in JPMorgan Active Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and closing their positions.
35% more capital invested
Capital invested by funds: $14.7M → $19.8M (+$5.16M)
22.94% more ownership
Funds ownership: 73.91% → 96.86% (+23%)
20% more funds holding
Funds holding: 5 → 6 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$6.05M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$68.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$41.3K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$19.9K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $11.1M | – | – | – |
|
|
GWM
2
Geneos Wealth Management
Englewood,
Colorado
| $8.34M | +$6.05M | +104,826 | +229% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $282K | +$19.9K | +345 | +7% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $65.6K | +$68.2K | +1,182 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $44.9K | +$41.3K | +716 | +762% |
|
|
SFGP
6
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| $42.5K | – | – | – |
|
JPSV Hedge Fund Activity: Q1 2025 in Review
6 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Small Cap Value ETF (JPSV) for Q1 2025, worth a combined $19.8M — up 35% from $14.7M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new JPSV positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Geneos Wealth Management, adding an estimated $6.05M.
- 6 institutional investors held JPMorgan Active Small Cap Value ETF (JPSV) as of Q1 2025, up from 5 in Q4 2024.
- Funds reported $19.8M of JPMorgan Active Small Cap Value ETF stock for Q1 2025, up 35% quarter-over-quarter.
- 1 fund opened new JPMorgan Active Small Cap Value ETF positions in Q1 2025 and 0 closed out, a net change of +1 holder.
- The largest JPMorgan Active Small Cap Value ETF buyer in Q1 2025 was Geneos Wealth Management, an estimated $6.05M added.
Based on aggregated 13F filings for Q1 2025.