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JPMorgan Active Value ETF

221 hedge funds and large institutions have $4.06B invested in JPMorgan Active Value ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 111 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 226221 (-5)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

33% less call options, than puts

Call options by funds: $276K | Put options by funds: $414K

Holders
221
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
$276K
Puts
$414K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
76
Ascent Group
Virginia
$3.29M
CWP
77
Cyndeo Wealth Partners
Florida
$3.26M
GIA
78
Gladstone Institutional Advisory
Florida
$3.16M
CWM
79
CMH Wealth Management
New Hampshire
$3M
SF
80
Synovus Financial
Georgia
$2.96M
TWP
81
Triad Wealth Partners
Kansas
$2.78M
FHC
82
First Heartland Consultants
Missouri
$2.78M
WWM
83
Western Wealth Management
Colorado
$2.68M
CA
84
Crumly & Associates
Illinois
$2.62M
CCB
85
Country Club Bank
Missouri
$2.49M
EH
86
Equitable Holdings
New York
$2.11M
CW
87
CreativeOne Wealth
Kansas
$2.08M
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$2.07M
MOS
89
MGO One Seven
Ohio
$2M
HWMO
90
Heritage Wealth Management (Ohio)
Ohio
$1.97M
KWM
91
Kingsview Wealth Management
Oregon
$1.92M
DADC
92
D.A. Davidson & Co
Montana
$1.83M
WA
93
WBH Advisory
Maryland
$1.7M
Mariner
94
Mariner
Kansas
$1.7M
RDFA
95
Ritter Daniher Financial Advisory
Ohio
$1.65M
QWP
96
Quotient Wealth Partners
Texas
$1.65M
MPWT
97
MassMutual Private Wealth & Trust
Connecticut
$1.65M
SG
98
StoneX Group
New York
$1.63M
BCA
99
Bay Colony Advisors
Massachusetts
$1.63M
MWM
100
Mascagni Wealth Management
Mississippi
$1.57M