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JPMorgan Active Value ETF

263 hedge funds and large institutions have $5.62B invested in JPMorgan Active Value ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 122 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

65% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 74

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

15% more capital invested

Capital invested by funds: $4.9B → $5.62B (+$718M)

4.45% more ownership

Funds ownership: 92.73%97.18% (+4.5%)

4% more funds holding

Funds holding: 252263 (+11)

Holders
263
Holders Change
+11
Holders Change %
+4.37%
% of All Funds
3.24%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.28%
New
35
Increased
122
Reduced
74
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
226
WhitTier Trust Company
Nevada
$161K
TWM
227
Tripletail Wealth Management
Florida
$149K +$153K +2,064 New
PA
228
Parallel Advisors
California
$132K
MCM
229
MAI Capital Management
Ohio
$129K +$133K +1,791 New
TRCT
230
Tower Research Capital (TRC)
New York
$124K -$1.23M -16,587 -91%
ACA
231
Aptus Capital Advisors
Alabama
$108K -$742 -10 -0.7%
ATPW
232
Ashton Thomas Private Wealth
Arizona
$106K +$110K +1,484 New
PB
233
Pinnacle Bancorp
Nebraska
$103K
CSP
234
Cary Street Partners
Virginia
$97.2K +$87.8K +1,183 +688%
BlackRock
235
BlackRock
New York
$89.1K +$92.2K +1,242 New
RMP
236
Richards, Merrill & Peterson
Washington
$72.8K
RFP
237
Root Financial Partners
California
$57.4K
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$52.9K
LFA
239
LGT Financial Advisors
Texas
$48.6K -$742 -10 -1%
IAIM
240
International Assets Investment Management
Florida
$32.1K
SWM
241
Spire Wealth Management
Virginia
$31K +$223 +3 +0.7%
FGAM
242
Financial Gravity Asset Management
Texas
$24.2K +$223 +3 +0.9%
AWM
243
Abound Wealth Management
Tennessee
$23.5K +$24.3K +328 New
AF
244
Allworth Financial
California
$21.5K +$74 +1 +0.3%
FWP
245
FAS Wealth Partners
Kansas
$21.4K +$22.2K +299 New
FMII
246
Farmers & Merchants Investments Inc
Nebraska
$17.1K
RFA
247
Register Financial Advisors
Georgia
$16.4K +$16.9K +228 New
SIM
248
Synergy Investment Management
Florida
$13.5K +$14K +188 New
HAP
249
Harbor Asset Planning
Massachusetts
$13.4K
WP
250
WealthShield Partners
North Carolina
$11.4K