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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
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$341K
Puts
$301K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
51
MN Wealth Advisors
Kansas
$7.84M
CFS
52
Commonwealth Financial Services
West Virginia
$7.35M
MMA
53
Miracle Mile Advisors
California
$6.47M
DC
54
Davenport & Co
Virginia
$5.8M
GF
55
GGM Financials
Ohio
$5.55M
DP
56
Denver PWM
Colorado
$5.54M
BEI
57
Benjamin Edwards Inc
Missouri
$5.48M
GAM
58
Gemmer Asset Management
California
$5.33M
MML Investors Services
59
MML Investors Services
Massachusetts
$5.11M
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$5.09M
CWMG
61
Compass Wealth Management (Georgia)
Georgia
$4.9M
NA
62
NewEdge Advisors
Louisiana
$4.75M
GRP
63
Global Retirement Partners
California
$4.33M
HI
64
Harbour Investments
Wisconsin
$4.29M
HighTower Advisors
65
HighTower Advisors
Illinois
$4.18M
PWM
66
Perigon Wealth Management
California
$3.93M
FA
67
Fagan Associates
New York
$3.52M
PIA
68
Perennial Investment Advisors
California
$3.5M
AWA
69
Arkadios Wealth Advisors
Georgia
$3.15M
FAIM
70
Financial Advocates Investment Management
Washington
$2.98M
CWP
71
Cyndeo Wealth Partners
Florida
$2.93M
SF
72
Synovus Financial
Georgia
$2.91M
GIA
73
Gladstone Institutional Advisory
Florida
$2.89M
5W
74
5T Wealth
California
$2.87M
CWM
75
CMH Wealth Management
New Hampshire
$2.82M