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JPMorgan Active Value ETF

252 hedge funds and large institutions have $4.9B invested in JPMorgan Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 10

84% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 63

20% more capital invested

Capital invested by funds: $4.07B → $4.9B (+$830M)

14% more funds holding

Funds holding: 222252 (+30)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

5.06% less ownership

Funds ownership: 97.79%92.73% (-5.1%)

Holders
252
Holders Change
+30
Holders Change %
+13.51%
% of All Funds
3.06%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
43
Increased
116
Reduced
63
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
26
FSM Wealth Advisors
Ohio
$33.8M +$1.38M +19,662 +4%
PAG
27
Private Advisor Group
New Jersey
$33.6M +$854K +12,180 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
$31.4M -$3.79M -53,969 -11%
WWA
29
WCG Wealth Advisors
Nevada
$30.8M -$1.74M -24,778 -5%
CI Investments Inc
30
CI Investments Inc
Ontario, Canada
$30.7M +$1.56M +22,200 +5%
Stifel Financial
31
Stifel Financial
Missouri
$30.5M +$3.65M +52,050 +14%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$30.4M +$1.09M +15,595 +4%
DWP
33
Daymark Wealth Partners
Ohio
$29.2M +$2.47M +35,248 +9%
AFA
34
Arlington Financial Advisors
California
$26M +$735K +10,481 +3%
CF
35
Convergence Financial
Missouri
$25.9M +$310K +4,418 +1%
UW
36
Unique Wealth
Florida
$20.4M +$3.13M +44,619 +19%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$18.7M -$3.72M -53,068 -17%
PA
38
Prism Advisors
California
$18.3M +$868K +12,372 +5%
TSWM
39
Triangle Securities Wealth Management
North Carolina
$17.3M -$4.35K -62 -0%
CWA
40
Centerline Wealth Advisors
Kentucky
$15.9M +$6.44M +91,840 +71%
Wells Fargo
41
Wells Fargo
California
$15.7M +$1.22M +17,361 +9%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$15.7M +$4.28M +60,964 +39%
BWM
43
BCGM Wealth Management
Indiana
$15.1M +$3.72M +53,005 +34%
CWS
44
Confluence Wealth Services
Pennsylvania
$14.3M +$14M +200,000 New
SA
45
Sanctuary Advisors
Indiana
$13.6M +$183K +2,605 +1%
WIM
46
WealthPlan Investment Management
Nebraska
$12.8M +$3.78M +53,882 +43%
GCP
47
Gill Capital Partners
Colorado
$12.1M +$1.5M +21,438 +15%
AWA
48
ARQ Wealth Advisors
Arizona
$10.8M +$995K +14,187 +10%
NA
49
NewEdge Advisors
Louisiana
$10.8M +$5.25M +74,866 +99%
CIA
50
Concurrent Investment Advisors
Florida
$10.4M +$5.36M +76,470 +112%