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JPMorgan Active Value ETF

250 hedge funds and large institutions have $4.9B invested in JPMorgan Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 116 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KW
51
Keyvantage Wealth
Pennsylvania
$9.96M
CFS
52
Commonwealth Financial Services
West Virginia
$9.51M
WC
53
Weil Company
California
$9.31M
MWA
54
MN Wealth Advisors
Kansas
$8.83M
ETC
55
Exchange Traded Concepts
Oklahoma
$8.74M
MML Investors Services
56
MML Investors Services
Massachusetts
$8.6M
DC
57
Davenport & Co
Virginia
$8.54M
CAL
58
Capital Analysts LLC
Pennsylvania
$8.35M
RWS
59
Resolute Wealth Strategies
Mississippi
$7.63M
GWM
60
Geneos Wealth Management
Colorado
$7.33M
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$7.04M
SWP
62
SIMA Wealth Partners
Virginia
$6.85M
GRP
63
Global Retirement Partners
California
$6.3M
PWM
64
Perigon Wealth Management
California
$5.82M
PIA
65
Perennial Investment Advisors
California
$5.71M
BEI
66
Benjamin Edwards Inc
Missouri
$5.64M
DP
67
Denver PWM
Colorado
$5.54M
GF
68
GGM Financials
Ohio
$5.34M
GAM
69
Gemmer Asset Management
California
$5.25M
MMA
70
Miracle Mile Advisors
California
$5.19M
HighTower Advisors
71
HighTower Advisors
Illinois
$4.97M
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$4.69M
FA
73
Fagan Associates
New York
$4.67M
HI
74
Harbour Investments
Wisconsin
$4.66M
CWP
75
Cyndeo Wealth Partners
Florida
$4.58M