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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
PAG
26
Private Advisor Group
New Jersey
$33.9M +$308K +4,144 +0.9%
WAM
27
WNY Asset Management
New York
$32.6M +$33.7M +454,239 New
WWA
28
WCG Wealth Advisors
Nevada
$31.5M +$672K +9,057 +2%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$31.1M +$651K +8,768 +2%
DWP
30
Daymark Wealth Partners
Ohio
$31M +$1.91M +25,678 +6%
Osaic Holdings
31
Osaic Holdings
Arizona
$29.4M -$2.06M -27,736 -6%
UW
32
Unique Wealth
Florida
$28.6M +$8.49M +114,440 +40%
Stifel Financial
33
Stifel Financial
Missouri
$28.3M -$2.29M -30,876 -7%
AP
34
Americana Partners
Texas
$27.3M -$12.2M -164,691 -30%
AFA
35
Arlington Financial Advisors
California
$26.4M +$435K +5,863 +2%
CF
36
Convergence Financial
Missouri
$25.3M -$701K -9,451 -3%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$24.5M +$22.8M +306,745 +871%
WIM
38
WealthPlan Investment Management
Nebraska
$23.4M +$10.9M +147,170 +82%
UBS Group
39
UBS Group
Switzerland
$22.1M -$33.3M -448,189 -59%
CWA
40
Centerline Wealth Advisors
Kentucky
$20.8M +$5.03M +67,718 +31%
IWC
41
Integrated Wealth Concepts
Massachusetts
$18.9M +$19.2M +259,054 +6,039%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$18M +$2.4M +32,408 +15%
TSWM
43
Triangle Securities Wealth Management
North Carolina
$17.8M +$559K +7,534 +3%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$17.6M -$1.18M -15,857 -6%
PA
45
Prism Advisors
California
$17.6M -$741K -9,983 -4%
Wells Fargo
46
Wells Fargo
California
$16.6M +$943K +12,703 +6%
SLP
47
Storen Legacy Partners
Indiana
$16M +$16.6M +223,269 New
CWS
48
Confluence Wealth Services
Pennsylvania
$15.3M +$979K +13,199 +7%
BWM
49
BCGM Wealth Management
Indiana
$15M -$117K -1,575 -0.7%
SA
50
Sanctuary Advisors
Indiana
$13.1M -$523K -7,049 -4%