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JPMorgan Active Value ETF

225 hedge funds and large institutions have $3.53B invested in JPMorgan Active Value ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 111 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+22
Holders Change %
+10.84%
% of All Funds
3.02%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
32
Increased
111
Reduced
64
Closed
9
Calls
$341K
Puts
$301K
Net Calls
+$40K
Net Calls Change
-$532K
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
51
MN Wealth Advisors
Kansas
$7.84M -$262K -4,000 -3%
CFS
52
Commonwealth Financial Services
West Virginia
$7.35M +$586K +8,952 +9%
MMA
53
Miracle Mile Advisors
California
$6.47M +$6.47M +98,789 New
DC
54
Davenport & Co
Virginia
$5.8M +$370K +5,643 +7%
GF
55
GGM Financials
Ohio
$5.55M -$18.3K -280 -0.3%
DP
56
Denver PWM
Colorado
$5.54M +$46.4K +708 +0.8%
BEI
57
Benjamin Edwards Inc
Missouri
$5.48M +$4.16M +63,578 +317%
GAM
58
Gemmer Asset Management
California
$5.33M +$161K +2,455 +3%
MML Investors Services
59
MML Investors Services
Massachusetts
$5.11M +$439K +6,710 +9%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$5.09M -$325K -4,966 -6%
CWMG
61
Compass Wealth Management (Georgia)
Georgia
$4.9M +$4.9M +74,815 New
NA
62
NewEdge Advisors
Louisiana
$4.75M +$3.79M +57,909 +394%
GRP
63
Global Retirement Partners
California
$4.33M +$4.33M +66,093 New
HI
64
Harbour Investments
Wisconsin
$4.29M +$174K +2,651 +4%
HighTower Advisors
65
HighTower Advisors
Illinois
$4.18M +$254K +3,880 +6%
PWM
66
Perigon Wealth Management
California
$3.93M +$438K +6,683 +13%
FA
67
Fagan Associates
New York
$3.52M +$187K +2,855 +6%
PIA
68
Perennial Investment Advisors
California
$3.5M +$2.58M +39,435 +282%
AWA
69
Arkadios Wealth Advisors
Georgia
$3.15M +$1.01M +15,396 +47%
FAIM
70
Financial Advocates Investment Management
Washington
$2.98M +$2.98M +45,433 New
CWP
71
Cyndeo Wealth Partners
Florida
$2.93M -$51.5K -786 -2%
SF
72
Synovus Financial
Georgia
$2.91M +$643K +9,816 +28%
GIA
73
Gladstone Institutional Advisory
Florida
$2.89M +$1.18M +18,052 +69%
5W
74
5T Wealth
California
$2.87M -$355K -5,413 -11%
CWM
75
CMH Wealth Management
New Hampshire
$2.82M -$53.1K -811 -2%