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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
GCP
51
Gill Capital Partners
Colorado
$12.9M
CIA
52
Concurrent Investment Advisors
Florida
$11.9M
AWA
53
ARQ Wealth Advisors
Arizona
$11M
KW
54
Keyvantage Wealth
Pennsylvania
$10.4M
ETC
55
Exchange Traded Concepts
Oklahoma
$10.3M
UBS AM
56
UBS AM
Illinois
$10.2M
DC
57
Davenport & Co
Virginia
$9.75M
WC
58
Weil Company
California
$9.2M
GWM
59
Geneos Wealth Management
Colorado
$9.13M
CAL
60
Capital Analysts LLC
Pennsylvania
$8.89M
RCAG
61
Rehmann Capital Advisory Group
Michigan
$8.83M
MWA
62
MN Wealth Advisors
Kansas
$8.57M
BEI
63
Benjamin Edwards Inc
Missouri
$8.42M
MML Investors Services
64
MML Investors Services
Massachusetts
$8.27M
RWS
65
Resolute Wealth Strategies
Mississippi
$8.04M
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$7.85M
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$6.87M
SWP
68
SIMA Wealth Partners
Virginia
$6.8M
Mariner
69
Mariner
Kansas
$6.48M
CWP
70
Cyndeo Wealth Partners
Florida
$6.01M
PIA
71
Perennial Investment Advisors
California
$5.95M
EH
72
Equitable Holdings
New York
$5.94M
PWM
73
Perigon Wealth Management
California
$5.71M
GAM
74
Gemmer Asset Management
California
$5.27M
HighTower Advisors
75
HighTower Advisors
Illinois
$5.1M