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JPMorgan Active Value ETF

260 hedge funds and large institutions have $5.61B invested in JPMorgan Active Value ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 121 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
PAG
26
Private Advisor Group
New Jersey
$33.9M
WAM
27
WNY Asset Management
New York
$32.6M
WWA
28
WCG Wealth Advisors
Nevada
$31.5M
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$31.1M
DWP
30
Daymark Wealth Partners
Ohio
$31M
Osaic Holdings
31
Osaic Holdings
Arizona
$29.4M
UW
32
Unique Wealth
Florida
$28.6M
Stifel Financial
33
Stifel Financial
Missouri
$28.3M
AP
34
Americana Partners
Texas
$27.3M
AFA
35
Arlington Financial Advisors
California
$26.4M
CF
36
Convergence Financial
Missouri
$25.3M
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$24.5M
WIM
38
WealthPlan Investment Management
Nebraska
$23.4M
UBS Group
39
UBS Group
Switzerland
$22.1M
CWA
40
Centerline Wealth Advisors
Kentucky
$20.8M
IWC
41
Integrated Wealth Concepts
Massachusetts
$18.9M
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$18M
TSWM
43
Triangle Securities Wealth Management
North Carolina
$17.8M
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$17.6M
PA
45
Prism Advisors
California
$17.6M
Wells Fargo
46
Wells Fargo
California
$16.6M
SLP
47
Storen Legacy Partners
Indiana
$16M
CWS
48
Confluence Wealth Services
Pennsylvania
$15.3M
BWM
49
BCGM Wealth Management
Indiana
$15M
SA
50
Sanctuary Advisors
Indiana
$13.1M