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JPMorgan Active Value ETF

244 hedge funds and large institutions have $4.89B invested in JPMorgan Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 116 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
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
TWP
76
Triad Wealth Partners
Kansas
$4.41M
AWA
77
Arkadios Wealth Advisors
Georgia
$4.39M
CWMG
78
Compass Wealth Management (Georgia)
Georgia
$4.11M
AG
79
Ascent Group
Virginia
$3.67M
WWM
80
Western Wealth Management
Colorado
$3.46M
GIA
81
Gladstone Institutional Advisory
Florida
$3.34M
CWM
82
CMH Wealth Management
New Hampshire
$3.21M
FGA
83
Fortis Group Advisors
New Jersey
$3.19M
PFPG
84
Pinnacle Financial Partners (Georgia)
Georgia
$3.12M
FHC
85
First Heartland Consultants
Missouri
$3M
FNBOO
86
First National Bank of Omaha
Nebraska
$2.74M
CA
87
Crumly & Associates
Illinois
$2.66M
EH
88
Equitable Holdings
New York
$2.6M
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$2.53M
MOS
90
MGO One Seven
Ohio
$2.37M
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$2.3M
CHWM
92
Cauble & Harre Wealth Management
Missouri
$2.29M
WA
93
WBH Advisory
Maryland
$2.2M
KWM
94
Kingsview Wealth Management
Oregon
$2.08M
Jane Street
95
Jane Street
New York
$2.02M
CW
96
CreativeOne Wealth
Kansas
$1.96M
DADC
97
D.A. Davidson & Co
Montana
$1.95M
HWMO
98
Heritage Wealth Management (Ohio)
Ohio
$1.86M
EWM
99
Elevation Wealth Management
Minnesota
$1.82M
Mariner
100
Mariner
Kansas
$1.81M