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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
KCM
276
Key Capital Management
Tennessee
-$20.9K -292 Closed
IIM
277
IFC & Insurance Marketing
California
-$19K -261 Closed
B
278
Bayban
Minnesota
-$8.25K -115 Closed
SHIM
279
Stone House Investment Management
Pennsylvania
-$4.61K -64 Closed
DJSG
280
D.J. St. Germain
Massachusetts
-$2.22K -31 Closed