JPMorgan Active Small Cap Value ETF
JPSV
7 hedge funds and large institutions have $20.9M invested in JPMorgan Active Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
3.88% more ownership
Funds ownership: 84.83% → 88.7% (+3.9%)
2% more capital invested
Capital invested by funds: $20.4M → $20.9M (+$471K)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$580K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$11.5K |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$3.89K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$239K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$13.7K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.99K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $11.6M | – | – | – |
|
|
GWM
2
Geneos Wealth Management
Englewood,
Colorado
| $8.66M | +$580K | +10,007 | +7% |
|
|
OC
3
Opal Capital
Boca Raton,
Florida
| $359K | +$324K | +5,586 | New |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $187K | +$11.5K | +198 | +7% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $63.7K | -$4.99K | -86 | -7% |
|
|
IAIM
6
International Assets Investment Management
Orlando,
Florida
| $3.89K | +$3.89K | +67 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $1.8K | -$13.7K | -237 | -88% |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$239K | -4,070 | Closed |
|
JPSV Hedge Fund Activity: Q4 2025 in Review
7 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Small Cap Value ETF (JPSV) for Q4 2025, worth a combined $20.9M — up 2.3% from $20.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new JPSV positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Geneos Wealth Management, adding an estimated $580K. The largest seller was Citadel Advisors, exiting entirely with an estimated $239K sold.
- 7 institutional investors held JPMorgan Active Small Cap Value ETF (JPSV) as of Q4 2025, up from 6 in Q3 2025.
- Funds reported $20.9M of JPMorgan Active Small Cap Value ETF stock for Q4 2025, up 2.3% quarter-over-quarter.
- 2 funds opened new JPMorgan Active Small Cap Value ETF positions in Q4 2025 and 1 closed out, a net change of +1 holder.
- The largest JPMorgan Active Small Cap Value ETF buyer in Q4 2025 was Geneos Wealth Management, an estimated $580K added.
- The largest JPMorgan Active Small Cap Value ETF seller in Q4 2025 was Citadel Advisors, an estimated $239K sold.
Based on aggregated 13F filings for Q4 2025.