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JPMorgan Active Value ETF

263 hedge funds and large institutions have $5.62B invested in JPMorgan Active Value ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 122 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

65% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 74

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

15% more capital invested

Capital invested by funds: $4.9B → $5.62B (+$718M)

4.45% more ownership

Funds ownership: 92.73%97.18% (+4.5%)

4% more funds holding

Funds holding: 252263 (+11)

Holders
263
Holders Change
+11
Holders Change %
+4.37%
% of All Funds
3.24%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.28%
New
35
Increased
122
Reduced
74
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MW
101
Merited Wealth
Florida
$2.24M +$1.24M +16,707 +115%
MOS
102
MGO One Seven
Ohio
$2.18M -$206K -2,773 -8%
KWM
103
Kingsview Wealth Management
Oregon
$2.12M +$38.1K +514 +2%
WP
104
WealthPLAN Partners
Nebraska
$1.97M +$1.6M +21,587 +372%
DADC
105
D.A. Davidson & Co
Montana
$1.95M -$2.52K -34 -0.1%
CW
106
CreativeOne Wealth
Kansas
$1.92M -$41K -553 -2%
HWMO
107
Heritage Wealth Management (Ohio)
Ohio
$1.84M -$12.7K -171 -0.7%
IA
108
IFP Advisors
Florida
$1.82M +$128K +1,721 +7%
RA
109
RFG Advisory
Alabama
$1.74M +$1.75M +23,524 New
Natixis Advisors
110
Natixis Advisors
Massachusetts
$1.74M +$389K +5,240 +28%
EWM
111
Elevation Wealth Management
Minnesota
$1.73M -$104K -1,395 -5%
GSEP
112
Golden State Equity Partners
California
$1.68M +$1.74M +23,398 New
IAA
113
Independence Asset Advisors
Pennsylvania
$1.63M +$951K +12,815 +129%
3IP
114
3Chopt Investment Partners
Virginia
$1.63M -$4.97K -67 -0.3%
ACGA
115
Atlanta Consulting Group Advisors
Georgia
$1.6M +$15.4K +207 +0.9%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$1.59M +$869K +11,710 +112%
MFG
117
Merit Financial Group
Georgia
$1.54M +$963K +12,983 +153%
MPWT
118
MassMutual Private Wealth & Trust
Connecticut
$1.53M -$79.7K -1,074 -5%
CWWM
119
Curry Webb Wealth Management
Indiana
$1.52M -$269K -3,627 -15%
AI
120
Atria Investments
North Carolina
$1.51M -$257K -3,459 -14%
RDFA
121
Ritter Daniher Financial Advisory
Ohio
$1.49M -$236K -3,185 -13%
FPW
122
Fairvoy Private Wealth
Alabama
$1.49M +$507K +6,831 +49%
PW
123
PUREfi Wealth
Massachusetts
$1.45M +$556K +7,495 +59%
IP
124
Ignite Planners
California
$1.43M +$324K +4,365 +29%
MWM
125
Mascagni Wealth Management
Mississippi
$1.42M -$134K -1,802 -8%