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JPMorgan Active Value ETF

263 hedge funds and large institutions have $5.62B invested in JPMorgan Active Value ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 122 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

65% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 74

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

15% more capital invested

Capital invested by funds: $4.9B → $5.62B (+$718M)

4.45% more ownership

Funds ownership: 92.73%97.18% (+4.5%)

4% more funds holding

Funds holding: 252263 (+11)

Holders
263
Holders Change
+11
Holders Change %
+4.37%
% of All Funds
3.24%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.28%
New
35
Increased
122
Reduced
74
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
51
Gill Capital Partners
Colorado
$12.9M +$816K +10,992 +7%
CIA
52
Concurrent Investment Advisors
Florida
$11.9M +$1.57M +21,175 +15%
NA
53
NewEdge Advisors
Louisiana
$11.1M +$306K +4,124 +3%
AWA
54
ARQ Wealth Advisors
Arizona
$11M +$217K +2,920 +2%
KW
55
Keyvantage Wealth
Pennsylvania
$10.4M +$491K +6,618 +5%
ETC
56
Exchange Traded Concepts
Oklahoma
$10.3M +$1.66M +22,376 +18%
UBS AM
57
UBS AM
Illinois
$10.2M +$10.6M +142,735 New
DC
58
Davenport & Co
Virginia
$9.75M +$1.24M +16,768 +14%
WC
59
Weil Company
California
$9.2M -$121K -1,626 -1%
GWM
60
Geneos Wealth Management
Colorado
$9.13M +$1.86M +25,089 +25%
CAL
61
Capital Analysts LLC
Pennsylvania
$8.89M +$555K +7,474 +6%
RCAG
62
Rehmann Capital Advisory Group
Michigan
$8.83M +$8.39M +113,064 +1,123%
MWA
63
MN Wealth Advisors
Kansas
$8.57M -$275K -3,709 -3%
BEI
64
Benjamin Edwards Inc
Missouri
$8.42M +$2.87M +38,661 +49%
MML Investors Services
65
MML Investors Services
Massachusetts
$8.27M -$345K -4,649 -4%
RWS
66
Resolute Wealth Strategies
Mississippi
$8.04M +$426K +5,746 +5%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$7.85M +$840K +11,313 +12%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$6.87M +$4.79M +64,537 +209%
SWP
69
SIMA Wealth Partners
Virginia
$6.8M -$52.8K -712 -0.7%
Mariner
70
Mariner
Kansas
$6.48M +$4.83M +65,057 +257%
CWP
71
Cyndeo Wealth Partners
Florida
$6.01M +$1.47M +19,832 +31%
PIA
72
Perennial Investment Advisors
California
$5.95M +$251K +3,376 +4%
EH
73
Equitable Holdings
New York
$5.94M +$3.46M +46,598 +129%
PWM
74
Perigon Wealth Management
California
$5.71M -$116K -1,563 -2%
GAM
75
Gemmer Asset Management
California
$5.27M +$17.7K +239 +0.3%