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JPMorgan Active Value ETF

260 hedge funds and large institutions have $5.61B invested in JPMorgan Active Value ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 121 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
101
MGO One Seven
Ohio
$2.18M
KWM
102
Kingsview Wealth Management
Oregon
$2.12M
WP
103
WealthPLAN Partners
Nebraska
$1.97M
DADC
104
D.A. Davidson & Co
Montana
$1.95M
CW
105
CreativeOne Wealth
Kansas
$1.92M
HWMO
106
Heritage Wealth Management (Ohio)
Ohio
$1.84M
IA
107
IFP Advisors
Florida
$1.82M
RA
108
RFG Advisory
Alabama
$1.74M
Natixis Advisors
109
Natixis Advisors
Massachusetts
$1.74M
EWM
110
Elevation Wealth Management
Minnesota
$1.73M
GSEP
111
Golden State Equity Partners
California
$1.68M
IAA
112
Independence Asset Advisors
Pennsylvania
$1.63M
3IP
113
3Chopt Investment Partners
Virginia
$1.63M
ACGA
114
Atlanta Consulting Group Advisors
Georgia
$1.6M
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$1.59M
MFG
116
Merit Financial Group
Georgia
$1.54M
MPWT
117
MassMutual Private Wealth & Trust
Connecticut
$1.53M
AI
118
Atria Investments
North Carolina
$1.51M
RDFA
119
Ritter Daniher Financial Advisory
Ohio
$1.49M
FPW
120
Fairvoy Private Wealth
Alabama
$1.49M
PW
121
PUREfi Wealth
Massachusetts
$1.45M
IP
122
Ignite Planners
California
$1.43M
MWM
123
Mascagni Wealth Management
Mississippi
$1.42M
BCA
124
Bay Colony Advisors
Massachusetts
$1.41M
TW
125
Traveka Wealth
California
$1.38M