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JPMorgan Active Value ETF

252 hedge funds and large institutions have $4.9B invested in JPMorgan Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 10

84% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 63

20% more capital invested

Capital invested by funds: $4.07B → $4.9B (+$830M)

14% more funds holding

Funds holding: 222252 (+30)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

5.06% less ownership

Funds ownership: 97.79%92.73% (-5.1%)

Holders
252
Holders Change
+30
Holders Change %
+13.51%
% of All Funds
3.06%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
43
Increased
116
Reduced
63
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
5W
76
5T Wealth
California
$4.44M +$644K +9,175 +17%
TWP
77
Triad Wealth Partners
Kansas
$4.41M +$1.48M +21,118 +52%
AWA
78
Arkadios Wealth Advisors
Georgia
$4.39M +$494K +7,037 +13%
CWMG
79
Compass Wealth Management (Georgia)
Georgia
$4.11M -$1.11M -15,825 -22%
AG
80
Ascent Group
Virginia
$3.67M +$238K +3,391 +7%
WWM
81
Western Wealth Management
Colorado
$3.46M +$658K +9,386 +24%
GIA
82
Gladstone Institutional Advisory
Florida
$3.34M +$60.9K +868 +2%
CWM
83
CMH Wealth Management
New Hampshire
$3.21M +$82.6K +1,177 +3%
FGA
84
Fortis Group Advisors
New Jersey
$3.19M +$2.99M +42,603 New
PFPG
85
Pinnacle Financial Partners (Georgia)
Georgia
$3.12M +$3.05M +43,513 New
FHC
86
First Heartland Consultants
Missouri
$3M +$110K +1,566 +4%
FNBOO
87
First National Bank of Omaha
Nebraska
$2.74M +$2.66M +37,916 New
CA
88
Crumly & Associates
Illinois
$2.66M -$63.3K -903 -2%
EH
89
Equitable Holdings
New York
$2.6M +$395K +5,629 +18%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$2.53M +$1.38M +19,674 +127%
MOS
91
MGO One Seven
Ohio
$2.37M +$288K +4,101 +14%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$2.3M +$66.2K +944 +3%
CHWM
93
Cauble & Harre Wealth Management
Missouri
$2.29M +$2.24M +31,916 New
WA
94
WBH Advisory
Maryland
$2.2M +$415K +5,917 +24%
KWM
95
Kingsview Wealth Management
Oregon
$2.08M +$81.4K +1,160 +4%
Jane Street
96
Jane Street
New York
$2.02M +$1.4M +20,009 +247%
CW
97
CreativeOne Wealth
Kansas
$1.96M -$199K -2,837 -9%
DADC
98
D.A. Davidson & Co
Montana
$1.95M +$43.7K +623 +2%
HWMO
99
Heritage Wealth Management (Ohio)
Ohio
$1.86M -$188K -2,673 -9%
EWM
100
Elevation Wealth Management
Minnesota
$1.82M +$1.78M +25,444 New