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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
HighTower Advisors
76
HighTower Advisors
Illinois
$5.1M +$141K +1,894 +3%
MMA
77
Miracle Mile Advisors
California
$5.09M -$102K -1,370 -2%
AWA
78
Arkadios Wealth Advisors
Georgia
$5.05M +$677K +9,117 +15%
TWP
79
Triad Wealth Partners
Kansas
$4.98M +$587K +7,906 +13%
GF
80
GGM Financials
Ohio
$4.82M -$542K -7,305 -10%
HI
81
Harbour Investments
Wisconsin
$4.81M +$155K +2,086 +3%
FA
82
Fagan Associates
New York
$4.68M +$5.12K +69 +0.1%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$4.6M -$101K -1,362 -2%
5W
84
5T Wealth
California
$4.41M -$29.2K -393 -0.6%
SCM
85
SummitPoint Capital Management
Colorado
$4.38M +$4.53M +61,090 New
WWM
86
Western Wealth Management
Colorado
$4.38M +$953K +12,845 +27%
DP
87
Denver PWM
Colorado
$4.01M -$2.38M -32,049 -38%
AG
88
Ascent Group
Virginia
$3.58M -$89.8K -1,210 -2%
GIA
89
Gladstone Institutional Advisory
Florida
$3.54M +$197K +2,651 +6%
IAA
90
Independent Advisor Alliance
North Carolina
$3.53M +$3.65M +49,251 New
CWM
91
CMH Wealth Management
New Hampshire
$3.41M +$206K +2,775 +6%
PFPG
92
Pinnacle Financial Partners (Georgia)
Georgia
$3.14M +$21K +283 +0.7%
FHC
93
First Heartland Consultants
Missouri
$2.82M -$193K -2,605 -6%
FNBOO
94
First National Bank of Omaha
Nebraska
$2.81M +$150K +2,023 +5%
FGA
95
Fortis Group Advisors
New Jersey
$2.65M -$582K -7,845 -18%
CWMG
96
Compass Wealth Management (Georgia)
Georgia
$2.62M -$1.54M -20,766 -36%
QWP
97
Quotient Wealth Partners
Texas
$2.43M +$724K +9,753 +40%
CA
98
Crumly & Associates
Illinois
$2.4M -$271K -3,657 -10%
WA
99
WBH Advisory
Maryland
$2.4M +$201K +2,710 +9%
CHWM
100
Cauble & Harre Wealth Management
Missouri
$2.31M -$119K -1,603 -5%