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JPMorgan Active Value ETF

221 hedge funds and large institutions have $4.06B 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, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 226221 (-5)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

33% less call options, than puts

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

Holders
221
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$276K
Puts
$414K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
101
Atria Investments
North Carolina
$1.56M
3IP
102
3Chopt Investment Partners
Virginia
$1.54M
IA
103
IFP Advisors
Florida
$1.54M
ACGA
104
Atlanta Consulting Group Advisors
Georgia
$1.36M
SMAM
105
Sugar Maple Asset Management
Wisconsin
$1.27M
LC
106
Landaas & Company
Wisconsin
$1.25M
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$1.23M
OP
108
ORG Partners
Indiana
$1.21M
SOS
109
Silver Oak Securities
Tennessee
$1.2M
VBA
110
von Borstel & Associates
Oregon
$1.2M
WF
111
Wayfinding Financial
Washington
$1.18M
BFA
112
Beaumont Financial Advisors
Massachusetts
$1.14M
KF
113
Krilogy Financial
Missouri
$1.11M
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$1.07M
AFG
115
Atomi Financial Group
New York
$1.05M
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$1.05M
IA
117
IFG Advisory
Georgia
$1.04M
FAM
118
Frontier Asset Management
Wyoming
$986K
LSPW
119
Lake Street Private Wealth
Illinois
$979K
CCFM
120
Clear Creek Financial Management
Washington
$922K
SPI
121
Sutton Place Investors
New York
$916K
HIP
122
HUB Investment Partners
Texas
$902K
PW
123
PUREfi Wealth
Massachusetts
$888K
Renaissance Technologies
124
Renaissance Technologies
New York
$876K
PTC
125
Private Trust Company
Ohio
$861K