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JPMorgan Active Value ETF

221 hedge funds and large institutions have $4.06B invested in JPMorgan Active Value ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 111 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:

2% less funds holding

Funds holding: 226221 (-5)

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
221
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
WIM
51
WealthPlan Investment Management
Nebraska
$8.61M
MWA
52
MN Wealth Advisors
Kansas
$8.48M
ETC
53
Exchange Traded Concepts
Oklahoma
$8.23M
CAL
54
Capital Analysts LLC
Pennsylvania
$7.82M
DC
55
Davenport & Co
Virginia
$7.01M
RWS
56
Resolute Wealth Strategies
Mississippi
$6.9M
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$6.44M
MML Investors Services
58
MML Investors Services
Massachusetts
$5.79M
MMA
59
Miracle Mile Advisors
California
$5.78M
BEI
60
Benjamin Edwards Inc
Missouri
$5.74M
GF
61
GGM Financials
Ohio
$5.55M
DP
62
Denver PWM
Colorado
$5.54M
GRP
63
Global Retirement Partners
California
$5.52M
PWM
64
Perigon Wealth Management
California
$5.37M
NA
65
NewEdge Advisors
Louisiana
$5.2M
GAM
66
Gemmer Asset Management
California
$5.18M
CWMG
67
Compass Wealth Management (Georgia)
Georgia
$5.04M
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$4.84M
CIA
69
Concurrent Investment Advisors
Florida
$4.71M
HI
70
Harbour Investments
Wisconsin
$4.54M
HighTower Advisors
71
HighTower Advisors
Illinois
$4.5M
FA
72
Fagan Associates
New York
$4.2M
PIA
73
Perennial Investment Advisors
California
$4.12M
AWA
74
Arkadios Wealth Advisors
Georgia
$3.74M
5W
75
5T Wealth
California
$3.63M