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JPMorgan Active Value ETF

222 hedge funds and large institutions have $4.07B 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, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 66

14% more capital invested

Capital invested by funds: $3.56B → $4.07B (+$508M)

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1.12% more ownership

Funds ownership: 96.67%97.79% (+1.1%)

2% less funds holding

Funds holding: 227222 (-5)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

33% less call options, than puts

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

Holders
222
Holders Change
-5
Holders Change %
-2.2%
% of All Funds
2.91%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.26%
New
18
Increased
111
Reduced
66
Closed
16
Calls
$276K
Puts
$414K
Net Calls
-$138K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
5W
76
5T Wealth
California
$3.63M +$599K +8,924 +20%
AG
77
Ascent Group
Virginia
$3.29M +$1.76M +26,290 +123%
CWP
78
Cyndeo Wealth Partners
Florida
$3.26M +$172K +2,565 +6%
GIA
79
Gladstone Institutional Advisory
Florida
$3.16M +$110K +1,638 +4%
CWM
80
CMH Wealth Management
New Hampshire
$3M +$38.5K +573 +1%
SF
81
Synovus Financial
Georgia
$2.96M -$101K -1,508 -3%
TWP
82
Triad Wealth Partners
Kansas
$2.78M +$462K +6,884 +21%
FHC
83
First Heartland Consultants
Missouri
$2.78M -$148K -2,205 -5%
WWM
84
Western Wealth Management
Colorado
$2.68M +$57.7K +860 +2%
CA
85
Crumly & Associates
Illinois
$2.62M -$173K -2,571 -6%
CCB
86
Country Club Bank
Missouri
$2.49M +$73.4K +1,094 +3%
EH
87
Equitable Holdings
New York
$2.11M -$225K -3,345 -10%
CW
88
CreativeOne Wealth
Kansas
$2.08M -$124K -1,854 -6%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$2.07M -$39.6K -590 -2%
MOS
90
MGO One Seven
Ohio
$2M +$406K +6,042 +26%
HWMO
91
Heritage Wealth Management (Ohio)
Ohio
$1.97M +$214K +3,191 +13%
KWM
92
Kingsview Wealth Management
Oregon
$1.92M -$460K -6,848 -20%
DADC
93
D.A. Davidson & Co
Montana
$1.83M -$34.3K -511 -2%
WA
94
WBH Advisory
Maryland
$1.7M +$261K +3,885 +19%
Mariner
95
Mariner
Kansas
$1.7M +$37K +551 +2%
RDFA
96
Ritter Daniher Financial Advisory
Ohio
$1.65M -$408K -6,080 -20%
QWP
97
Quotient Wealth Partners
Texas
$1.65M -$16.9K -252 -1%
MPWT
98
MassMutual Private Wealth & Trust
Connecticut
$1.65M -$91.9K -1,369 -5%
SG
99
StoneX Group
New York
$1.63M +$42.4K +631 +3%
BCA
100
Bay Colony Advisors
Massachusetts
$1.63M +$1.59M +23,650 New