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JPMorgan Active Value ETF

203 hedge funds and large institutions have $3.13B invested in JPMorgan Active Value ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 112 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+13
Holders Change %
+6.84%
% of All Funds
2.76%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
29
Increased
112
Reduced
40
Closed
9
Calls
$661K
Puts
$89K
Net Calls
+$572K
Net Calls Change
+$572K
Name Holding Trade Value Shares
Change
Shares
Change %
ETC
51
Exchange Traded Concepts
Oklahoma
$6.12M +$270K +4,242 +5%
GF
52
GGM Financials
Ohio
$5.4M +$65.6K +1,033 +1%
DP
53
Denver PWM
Colorado
$5.33M +$1.15M +18,125 +28%
DC
54
Davenport & Co
Virginia
$5.27M +$2.91M +45,840 +124%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$5.25M -$157K -2,465 -3%
GAM
56
Gemmer Asset Management
California
$5.01M +$11.6K +183 +0.2%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$4.82M +$432K +6,800 +10%
MML Investors Services
58
MML Investors Services
Massachusetts
$4.53M -$196K -3,085 -4%
CA
59
Crumly & Associates
Illinois
$4.44M -$8.83M -138,988 -67%
WC
60
Weil Company
California
$4.06M +$2.32M +36,473 +133%
HI
61
Harbour Investments
Wisconsin
$3.99M +$89.7K +1,411 +2%
HighTower Advisors
62
HighTower Advisors
Illinois
$3.8M +$371K +5,845 +11%
Jane Street
63
Jane Street
New York
$3.45M -$766K -12,051 -18%
PWM
64
Perigon Wealth Management
California
$3.39M +$136K +2,146 +4%
FA
65
Fagan Associates
New York
$3.24M +$285K +4,491 +10%
5W
66
5T Wealth
California
$3.12M -$342K -5,382 -10%
CWP
67
Cyndeo Wealth Partners
Florida
$2.89M +$2.89M +45,494 New
CWM
68
CMH Wealth Management
New Hampshire
$2.78M -$26.2K -412 -0.9%
BOC
69
Blue Oak Capital
California
$2.51M -$343K -5,406 -12%
WWM
70
Western Wealth Management
Colorado
$2.42M +$2.42M +38,081 New
EH
71
Equitable Holdings
New York
$2.27M -$4.68M -73,675 -67%
CW
72
CreativeOne Wealth
Kansas
$2.26M -$461K -7,260 -17%
SF
73
Synovus Financial
Georgia
$2.2M +$4.32K +68 +0.2%
KWM
74
Kingsview Wealth Management
Oregon
$2.2M +$550K +8,652 +33%
PWH
75
Priebe Wealth Holdings
Minnesota
$2.19M +$426K +6,700 +24%