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JPMorgan Active Value ETF

219 hedge funds and large institutions have $4.05B invested in JPMorgan Active Value ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 109 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

3% less funds holding

Funds holding: 225219 (-6)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

33% less call options, than puts

Call options by funds: $276K | Put options by funds: $414K

Holders
219
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
$276K
Puts
$414K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$31.4M
WWA
27
WCG Wealth Advisors
Nevada
$31.4M
FWA
28
FSM Wealth Advisors
Ohio
$31.1M
WAM
29
WNY Asset Management
New York
$28.9M
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$28.2M
CI Investments Inc
31
CI Investments Inc
Ontario, Canada
$28M
Stifel Financial
32
Stifel Financial
Missouri
$25.7M
DWP
33
Daymark Wealth Partners
Ohio
$25.6M
CF
34
Convergence Financial
Missouri
$24.6M
AFA
35
Arlington Financial Advisors
California
$24.3M
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$21.6M
IWC
37
Integrated Wealth Concepts
Massachusetts
$17.6M
PA
38
Prism Advisors
California
$16.7M
TSWM
39
Triangle Securities Wealth Management
North Carolina
$16.6M
UW
40
Unique Wealth
Florida
$16.6M
KW
41
Keyvantage Wealth
Pennsylvania
$14.1M
Wells Fargo
42
Wells Fargo
California
$13.9M
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$10.9M
BWM
44
BCGM Wealth Management
Indiana
$10.8M
GCP
45
Gill Capital Partners
Colorado
$10.2M
AWA
46
ARQ Wealth Advisors
Arizona
$9.4M
WC
47
Weil Company
California
$9.23M
CWA
48
Centerline Wealth Advisors
Kentucky
$8.97M
CFS
49
Commonwealth Financial Services
West Virginia
$8.65M
WIM
50
WealthPlan Investment Management
Nebraska
$8.61M