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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
SIS
251
Sound Income Strategies
Florida
$10.8K +$6.46K +87 +138%
S
252
SignatureFD
Georgia
$10K
RF
253
Rossby Financial
Florida
$8.78K
CFP
254
Comprehensive Financial Planning
Pennsylvania
$6.88K
VAI
255
Vanguard Advisers Inc
Pennsylvania
$6.31K +$6.53K +88 New
SS
256
SBI Securities
Japan
$4.66K +$223 +3 +5%
CA
257
Clearstead Advisors
Ohio
$4.51K +$2K +27 +75%
GGI
258
Godsey & Gibb Inc
Virginia
$4.45K
EIPL
259
Essential Investment Partners LLC
Colorado
$3.35K
MHR
260
Matthew Hamilton Rosenberg
$3.23K -$19.7K -266 -86%
AssetMark Inc
261
AssetMark Inc
California
$2.8K
CA
262
CoreCap Advisors
Michigan
$2.44K
CPG
263
Cornerstone Planning Group
New Jersey
$1.14K +$1.11K +15 New
Janney Montgomery Scott
264
Janney Montgomery Scott
Pennsylvania
-$114M -1,589,943 Closed
CFS
265
Commonwealth Financial Services
West Virginia
-$9.51M -132,576 Closed
Jane Street
266
Jane Street
New York
-$2.02M -28,097 Closed
IA
267
IFG Advisory
Georgia
-$1.12M -15,654 Closed
WFAG
268
Worth Financial Advisory Group
North Carolina
-$989K -13,796 Closed
CPA
269
Clear Point Advisors
New York
-$538K -7,497 Closed
IA
270
Integrity Alliance
Iowa
-$424K -5,908 Closed
AWM
271
Axxcess Wealth Management
California
-$311K -4,333 Closed
SVWG
272
Shared Vision Wealth Group
United States
-$201K -2,681 Closed
GWM
273
Greenline Wealth Management
Florida
-$44.9K -626 Closed
FW
274
Fairway Wealth
Ohio
-$36.5K -509 Closed
QCG
275
Quadrant Capital Group
Ohio
-$32.5K -453 Closed