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JPMorgan Active Value ETF

203 hedge funds and large institutions have $3.13B invested in JPMorgan Active Value ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 112 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$661K
Puts
$89K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
76
Ritter Daniher Financial Advisory
Ohio
$2.19M
DADC
77
D.A. Davidson & Co
Montana
$2.13M
AWS
78
Atria Wealth Solutions
New York
$2.12M
AWA
79
Arkadios Wealth Advisors
Georgia
$2.07M
CCB
80
Country Club Bank
Missouri
$2.05M
3IP
81
3Chopt Investment Partners
Virginia
$2M
AI
82
Atria Investments
North Carolina
$1.95M
SPG
83
Strategic Planning Group
Utah
$1.87M
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$1.85M
MPWT
85
MassMutual Private Wealth & Trust
Connecticut
$1.76M
SMAM
86
Sugar Maple Asset Management
Wisconsin
$1.73M
MWM
87
Mascagni Wealth Management
Mississippi
$1.72M
GIA
88
Gladstone Institutional Advisory
Florida
$1.66M
SG
89
StoneX Group
New York
$1.41M
QWP
90
Quotient Wealth Partners
Texas
$1.32M
AG
91
Ascent Group
Virginia
$1.3M
BEI
92
Benjamin Edwards Inc
Missouri
$1.27M
TWP
93
Triad Wealth Partners
Kansas
$1.24M
LI
94
LRI Investments
Florida
$1.17M
Mariner
95
Mariner
Kansas
$1.17M
SOS
96
Silver Oak Securities
Tennessee
$1.15M
HWMO
97
Heritage Wealth Management (Ohio)
Ohio
$1.14M
WF
98
Wayfinding Financial
Washington
$1.07M
BFA
99
Beaumont Financial Advisors
Massachusetts
$1.07M
FAM
100
Frontier Asset Management
Wyoming
$1.03M