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JPMorgan Active Value ETF

252 hedge funds and large institutions have $4.9B invested in JPMorgan Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 10

84% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 63

20% more capital invested

Capital invested by funds: $4.07B → $4.9B (+$830M)

14% more funds holding

Funds holding: 222252 (+30)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

5.06% less ownership

Funds ownership: 97.79%92.73% (-5.1%)

Holders
252
Holders Change
+30
Holders Change %
+13.51%
% of All Funds
3.06%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
43
Increased
116
Reduced
63
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KW
51
Keyvantage Wealth
Pennsylvania
$9.96M -$4.65M -66,265 -32%
CFS
52
Commonwealth Financial Services
West Virginia
$9.51M +$505K +7,199 +6%
WC
53
Weil Company
California
$9.31M -$275K -3,925 -3%
MWA
54
MN Wealth Advisors
Kansas
$8.83M +$12.5K +178 +0.1%
ETC
55
Exchange Traded Concepts
Oklahoma
$8.74M +$170K +2,424 +2%
MML Investors Services
56
MML Investors Services
Massachusetts
$8.6M +$2.51M +35,844 +43%
DC
57
Davenport & Co
Virginia
$8.54M +$1.23M +17,471 +17%
CAL
58
Capital Analysts LLC
Pennsylvania
$8.35M +$209K +2,980 +3%
RWS
59
Resolute Wealth Strategies
Mississippi
$7.63M +$438K +6,244 +6%
GWM
60
Geneos Wealth Management
Colorado
$7.33M +$6.78M +96,702 +1,779%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$7.04M +$334K +4,757 +5%
SWP
62
SIMA Wealth Partners
Virginia
$6.85M -$312K -4,441 -4%
GRP
63
Global Retirement Partners
California
$6.3M +$548K +7,817 +10%
PWM
64
Perigon Wealth Management
California
$5.82M +$233K +3,326 +4%
PIA
65
Perennial Investment Advisors
California
$5.71M +$1.4M +19,894 +33%
BEI
66
Benjamin Edwards Inc
Missouri
$5.64M -$323K -4,609 -6%
DP
67
Denver PWM
Colorado
$5.54M
GF
68
GGM Financials
Ohio
$5.34M -$425K -6,055 -8%
GAM
69
Gemmer Asset Management
California
$5.25M -$136K -1,932 -3%
MMA
70
Miracle Mile Advisors
California
$5.19M -$807K -11,502 -14%
HighTower Advisors
71
HighTower Advisors
Illinois
$4.97M +$280K +3,998 +6%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$4.69M -$336K -4,787 -7%
FA
73
Fagan Associates
New York
$4.67M +$296K +4,222 +7%
HI
74
Harbour Investments
Wisconsin
$4.66M -$58.7K -837 -1%
CWP
75
Cyndeo Wealth Partners
Florida
$4.58M +$1.17M +16,653 +35%