JAVA icon

JPMorgan Active Value ETF

219 hedge funds and large institutions have $4.05B invested in JPMorgan Active Value ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 109 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:

3% less funds holding

Funds holding: 225219 (-6)

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
219
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
CWP
76
Cyndeo Wealth Partners
Florida
$3.26M
GIA
77
Gladstone Institutional Advisory
Florida
$3.16M
CWM
78
CMH Wealth Management
New Hampshire
$3M
SF
79
Synovus Financial
Georgia
$2.96M
TWP
80
Triad Wealth Partners
Kansas
$2.78M
FHC
81
First Heartland Consultants
Missouri
$2.78M
WWM
82
Western Wealth Management
Colorado
$2.68M
CA
83
Crumly & Associates
Illinois
$2.62M
CCB
84
Country Club Bank
Missouri
$2.49M
EH
85
Equitable Holdings
New York
$2.11M
CW
86
CreativeOne Wealth
Kansas
$2.08M
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$2.07M
MOS
88
MGO One Seven
Ohio
$2M
HWMO
89
Heritage Wealth Management (Ohio)
Ohio
$1.97M
KWM
90
Kingsview Wealth Management
Oregon
$1.92M
DADC
91
D.A. Davidson & Co
Montana
$1.83M
WA
92
WBH Advisory
Maryland
$1.7M
Mariner
93
Mariner
Kansas
$1.7M
RDFA
94
Ritter Daniher Financial Advisory
Ohio
$1.65M
QWP
95
Quotient Wealth Partners
Texas
$1.65M
MPWT
96
MassMutual Private Wealth & Trust
Connecticut
$1.65M
SG
97
StoneX Group
New York
$1.63M
BCA
98
Bay Colony Advisors
Massachusetts
$1.63M
MWM
99
Mascagni Wealth Management
Mississippi
$1.57M
AI
100
Atria Investments
North Carolina
$1.56M