JAVA icon

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
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
$341K
Puts
$301K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
76
First Heartland Consultants
Missouri
$2.79M
AI
77
Atria Investments
North Carolina
$2.75M
CA
78
Crumly & Associates
Illinois
$2.66M
BOC
79
Blue Oak Capital
California
$2.53M
WWM
80
Western Wealth Management
Colorado
$2.49M
CIA
81
Concurrent Investment Advisors
Florida
$2.32M
CCB
82
Country Club Bank
Missouri
$2.3M
KWM
83
Kingsview Wealth Management
Oregon
$2.27M
EH
84
Equitable Holdings
New York
$2.22M
TWP
85
Triad Wealth Partners
Kansas
$2.19M
PWH
86
Priebe Wealth Holdings
Minnesota
$2.13M
CW
87
CreativeOne Wealth
Kansas
$2.1M
CAL
88
Capital Analysts LLC
Pennsylvania
$2.07M
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$2.04M
RDFA
90
Ritter Daniher Financial Advisory
Ohio
$1.97M
Citadel Advisors
91
Citadel Advisors
Florida
$1.94M
AWS
92
Atria Wealth Solutions
New York
$1.93M
DADC
93
D.A. Davidson & Co
Montana
$1.78M
SMAM
94
Sugar Maple Asset Management
Wisconsin
$1.73M
SPG
95
Strategic Planning Group
Utah
$1.7M
TSMHT
96
Thurston Springer Miller Herd & Titak
Indiana
$1.69M
HWMO
97
Heritage Wealth Management (Ohio)
Ohio
$1.66M
MPWT
98
MassMutual Private Wealth & Trust
Connecticut
$1.65M
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$1.62M
MWM
100
Mascagni Wealth Management
Mississippi
$1.62M