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JPMorgan Active Value ETF

247 hedge funds and large institutions have $4.89B invested in JPMorgan Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 116 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
226
Financial Gravity Asset Management
Texas
$24K
MHR
227
Matthew Hamilton Rosenberg
$22.3K
AF
228
Allworth Financial
California
$21.4K
KCM
229
Key Capital Management
Tennessee
$20.9K
IIM
230
IFC & Insurance Marketing
California
$19K
FMII
231
Farmers & Merchants Investments Inc
Nebraska
$17.1K
HAP
232
Harbor Asset Planning
Massachusetts
$13.4K
CSP
233
Cary Street Partners
Virginia
$12.3K
WP
234
WealthShield Partners
North Carolina
$11.4K
S
235
SignatureFD
Georgia
$10K
RF
236
Rossby Financial
Florida
$8.75K
B
237
Bayban
Minnesota
$8.25K
CFP
238
Comprehensive Financial Planning
Pennsylvania
$6.86K
SIS
239
Sound Income Strategies
Florida
$4.7K
SHIM
240
Stone House Investment Management
Pennsylvania
$4.61K
SS
241
SBI Securities
Japan
$4.45K
GGI
242
Godsey & Gibb Inc
Virginia
$4.45K
AssetMark Inc
243
AssetMark Inc
California
$2.8K
CA
244
Clearstead Advisors
Ohio
$2.56K
CA
245
CoreCap Advisors
Michigan
$2.44K
DJSG
246
D.J. St. Germain
Massachusetts
$2.22K
MI
247
Motiv8 Investments
Florida
$2
VBA
248
von Borstel & Associates
Oregon
NCM
249
Northwest Capital Management
Oregon
LI
250
LRI Investments
Florida