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JPMorgan Active Value ETF

222 hedge funds and large institutions have $4.07B 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, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 66

14% more capital invested

Capital invested by funds: $3.56B → $4.07B (+$508M)

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1.12% more ownership

Funds ownership: 96.67%97.79% (+1.1%)

2% less funds holding

Funds holding: 227222 (-5)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

33% less call options, than puts

Call options by funds: $276K | Put options by funds: $414K

Holders
222
Holders Change
-5
Holders Change %
-2.2%
% of All Funds
2.91%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.26%
New
18
Increased
111
Reduced
66
Closed
16
Calls
$276K
Puts
$414K
Net Calls
-$138K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
51
WealthPlan Investment Management
Nebraska
$8.61M +$6.94M +103,380 +482%
MWA
52
MN Wealth Advisors
Kansas
$8.48M +$216K +3,213 +3%
ETC
53
Exchange Traded Concepts
Oklahoma
$8.23M -$40.7K -606 -0.5%
CAL
54
Capital Analysts LLC
Pennsylvania
$7.82M +$5.49M +81,758 +258%
DC
55
Davenport & Co
Virginia
$7.01M +$879K +13,104 +15%
RWS
56
Resolute Wealth Strategies
Mississippi
$6.9M -$4.8M -71,525 -42%
SWP
57
SIMA Wealth Partners
Virginia
$6.89M -$5.91K -88 -0.1%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$6.44M +$5.31M +79,145 +557%
MML Investors Services
59
MML Investors Services
Massachusetts
$5.79M +$405K +6,034 +8%
MMA
60
Miracle Mile Advisors
California
$5.78M -$1M -14,919 -15%
BEI
61
Benjamin Edwards Inc
Missouri
$5.74M -$25.6K -381 -0.5%
GF
62
GGM Financials
Ohio
$5.55M -$282K -4,200 -5%
DP
63
Denver PWM
Colorado
$5.54M
GRP
64
Global Retirement Partners
California
$5.52M +$935K +13,925 +21%
PWM
65
Perigon Wealth Management
California
$5.37M +$1.2M +17,861 +30%
NA
66
NewEdge Advisors
Louisiana
$5.2M +$190K +2,824 +4%
GAM
67
Gemmer Asset Management
California
$5.18M -$416K -6,200 -8%
CWMG
68
Compass Wealth Management (Georgia)
Georgia
$5.04M -$112K -1,664 -2%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$4.84M -$501K -7,463 -10%
CIA
70
Concurrent Investment Advisors
Florida
$4.71M +$2.21M +32,868 +93%
HI
71
Harbour Investments
Wisconsin
$4.54M +$26.9K +401 +0.6%
HighTower Advisors
72
HighTower Advisors
Illinois
$4.5M +$100K +1,493 +2%
FA
73
Fagan Associates
New York
$4.2M +$479K +7,141 +13%
PIA
74
Perennial Investment Advisors
California
$4.12M +$422K +6,290 +12%
AWA
75
Arkadios Wealth Advisors
Georgia
$3.74M +$415K +6,187 +13%