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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.

Holders
203
Holders Change
+13
Holders Change %
+6.84%
% of All Funds
2.76%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
29
Increased
112
Reduced
40
Closed
9
Calls
$661K
Puts
$89K
Net Calls
+$572K
Net Calls Change
+$572K
Name Holding Trade Value Shares
Change
Shares
Change %
KCIC
101
Kuhn & Co Investment Counsel
Illinois
$989K +$79.1K +1,245 +9%
LSPW
102
Lake Street Private Wealth
Illinois
$952K -$115K -1,810 -11%
NA
103
NewEdge Advisors
Louisiana
$933K +$15.6K +245 +2%
ACGA
104
Atlanta Consulting Group Advisors
Georgia
$907K +$398K +6,268 +78%
NCM
105
Northwest Capital Management
Oregon
$898K +$953 +15 +0.1%
PIA
106
Perennial Investment Advisors
California
$888K +$888K +13,975 New
SPI
107
Sutton Place Investors
New York
$837K +$9.15K +144 +1%
PWP
108
Private Wealth Partners
California
$836K +$359K +5,650 +75%
CCFM
109
Clear Creek Financial Management
Washington
$831K +$831K +13,079 New
LGWM
110
Litman Gregory Wealth Management
California
$826K -$182K -2,860 -18%
ASN
111
Advisory Services Network
Georgia
$825K +$346K +5,441 +72%
GLA
112
Good Life Advisors
Pennsylvania
$795K +$73.9K +1,163 +10%
IA
113
IFG Advisory
Georgia
$794K +$794K +12,493 New
AWM
114
Avaii Wealth Management
Wisconsin
$793K -$9.87M -155,350 -93%
AAS
115
Avantax Advisory Services
Texas
$792K -$241K -3,790 -23%
KF
116
Krilogy Financial
Missouri
$730K +$50.3K +792 +7%
FFA
117
Farther Finance Advisors
California
$688K +$166K +2,613 +32%
IA
118
IFP Advisors
Florida
$678K +$17.7K +279 +3%
MA
119
Mutual Advisors
Nebraska
$668K -$3.84M -63,037 -85%
MEAC
120
M.E. Allison & Co
Texas
$668K +$151K +2,375 +29%
FPW
121
Fairvoy Private Wealth
Alabama
$655K +$655K +10,305 New
SNWA
122
Siligmueller & Norvid Wealth Advisors
Illinois
$635K
FCG
123
Financial Connections Group
California
$621K +$138K +2,311 +29%
TPWA
124
Twin Peaks Wealth Advisors
California
$607K +$332K +5,511 +121%
GWP
125
Gateway Wealth Partners
Wisconsin
$605K +$131K +2,061 +28%