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JPMorgan Active Value ETF

225 hedge funds and large institutions have $3.53B invested in JPMorgan Active Value ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 111 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+22
Holders Change %
+10.84%
% of All Funds
3.02%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
32
Increased
111
Reduced
64
Closed
9
Calls
$341K
Puts
$301K
Net Calls
+$40K
Net Calls Change
-$532K
Name Holding Trade Value Shares
Change
Shares
Change %
FHC
76
First Heartland Consultants
Missouri
$2.79M +$2.79M +42,523 New
AI
77
Atria Investments
North Carolina
$2.75M +$735K +11,216 +36%
CA
78
Crumly & Associates
Illinois
$2.66M -$1.92M -29,270 -42%
BOC
79
Blue Oak Capital
California
$2.53M -$56.9K -868 -2%
WWM
80
Western Wealth Management
Colorado
$2.49M -$7.99K -122 -0.3%
CIA
81
Concurrent Investment Advisors
Florida
$2.32M +$1.96M +29,898 +534%
CCB
82
Country Club Bank
Missouri
$2.3M +$175K +2,683 +8%
KWM
83
Kingsview Wealth Management
Oregon
$2.27M +$5.17K +79 +0.2%
EH
84
Equitable Holdings
New York
$2.22M -$118K -1,795 -5%
TWP
85
Triad Wealth Partners
Kansas
$2.19M +$912K +13,931 +71%
PWH
86
Priebe Wealth Holdings
Minnesota
$2.13M -$127K -1,936 -6%
CW
87
CreativeOne Wealth
Kansas
$2.1M -$231K -3,534 -10%
CAL
88
Capital Analysts LLC
Pennsylvania
$2.07M +$1.62M +24,695 +356%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$2.04M +$98K +1,467 +5%
RDFA
90
Ritter Daniher Financial Advisory
Ohio
$1.97M -$288K -4,398 -13%
Citadel Advisors
91
Citadel Advisors
Florida
$1.94M +$1.92M +29,292 +10,971%
AWS
92
Atria Wealth Solutions
New York
$1.93M -$251K -3,823 -11%
DADC
93
D.A. Davidson & Co
Montana
$1.78M -$417K -6,369 -19%
SMAM
94
Sugar Maple Asset Management
Wisconsin
$1.73M -$59.4K -907 -3%
SPG
95
Strategic Planning Group
Utah
$1.7M -$224K -3,413 -12%
TSMHT
96
Thurston Springer Miller Herd & Titak
Indiana
$1.69M +$1.61M +24,597 +1,922%
HWMO
97
Heritage Wealth Management (Ohio)
Ohio
$1.66M +$486K +7,419 +41%
MPWT
98
MassMutual Private Wealth & Trust
Connecticut
$1.65M -$161K -2,456 -9%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$1.62M -$3.34M -51,025 -67%
MWM
100
Mascagni Wealth Management
Mississippi
$1.62M -$157K -2,392 -9%