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JPMorgan Active Value ETF

219 hedge funds and large institutions have $4.05B invested in JPMorgan Active Value ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 109 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:

3% less funds holding

Funds holding: 225219 (-6)

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
219
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
3IP
101
3Chopt Investment Partners
Virginia
$1.54M
ACGA
102
Atlanta Consulting Group Advisors
Georgia
$1.36M
SMAM
103
Sugar Maple Asset Management
Wisconsin
$1.27M
LC
104
Landaas & Company
Wisconsin
$1.25M
OSAM
105
O'Shaughnessy Asset Management
Connecticut
$1.23M
OP
106
ORG Partners
Indiana
$1.21M
SOS
107
Silver Oak Securities
Tennessee
$1.2M
VBA
108
von Borstel & Associates
Oregon
$1.2M
WF
109
Wayfinding Financial
Washington
$1.18M
BFA
110
Beaumont Financial Advisors
Massachusetts
$1.14M
KF
111
Krilogy Financial
Missouri
$1.11M
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$1.07M
AFG
113
Atomi Financial Group
New York
$1.05M
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$1.05M
IA
115
IFG Advisory
Georgia
$1.04M
FAM
116
Frontier Asset Management
Wyoming
$986K
LSPW
117
Lake Street Private Wealth
Illinois
$979K
CCFM
118
Clear Creek Financial Management
Washington
$922K
SPI
119
Sutton Place Investors
New York
$916K
HIP
120
HUB Investment Partners
Texas
$902K
PW
121
PUREfi Wealth
Massachusetts
$888K
Renaissance Technologies
122
Renaissance Technologies
New York
$876K
PTC
123
Private Trust Company
Ohio
$861K
BAM
124
Belpointe Asset Management
Nevada
$859K
KCIC
125
Kuhn & Co Investment Counsel
Illinois
$813K