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JPMorgan Active Value ETF

203 hedge funds and large institutions have $3.13B invested in JPMorgan Active Value ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 112 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$661K
Puts
$89K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCIC
101
Kuhn & Co Investment Counsel
Illinois
$989K
LSPW
102
Lake Street Private Wealth
Illinois
$952K
NA
103
NewEdge Advisors
Louisiana
$933K
ACGA
104
Atlanta Consulting Group Advisors
Georgia
$907K
NCM
105
Northwest Capital Management
Oregon
$898K
PIA
106
Perennial Investment Advisors
California
$888K
SPI
107
Sutton Place Investors
New York
$837K
PWP
108
Private Wealth Partners
California
$836K
CCFM
109
Clear Creek Financial Management
Washington
$831K
LGWM
110
Litman Gregory Wealth Management
California
$826K
ASN
111
Advisory Services Network
Georgia
$825K
GLA
112
Good Life Advisors
Pennsylvania
$795K
IA
113
IFG Advisory
Georgia
$794K
AWM
114
Avaii Wealth Management
Wisconsin
$793K
AAS
115
Avantax Advisory Services
Texas
$792K
KF
116
Krilogy Financial
Missouri
$730K
FFA
117
Farther Finance Advisors
California
$688K
IA
118
IFP Advisors
Florida
$678K
MA
119
Mutual Advisors
Nebraska
$668K
MEAC
120
M.E. Allison & Co
Texas
$668K
FPW
121
Fairvoy Private Wealth
Alabama
$655K
SNWA
122
Siligmueller & Norvid Wealth Advisors
Illinois
$635K
FCG
123
Financial Connections Group
California
$621K
TPWA
124
Twin Peaks Wealth Advisors
California
$607K
GWP
125
Gateway Wealth Partners
Wisconsin
$605K