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JPMorgan Active Value ETF

225 hedge funds and large institutions have $3.53B invested in JPMorgan Active Value ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 111 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+22
Holders Change %
+10.84%
% of All Funds
3.02%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
32
Increased
111
Reduced
64
Closed
9
Calls
$341K
Puts
$301K
Net Calls
+$40K
Net Calls Change
-$532K
Name Holding Trade Value Shares
Change
Shares
Change %
QWP
101
Quotient Wealth Partners
Texas
$1.59M +$229K +3,501 +17%
Mariner
102
Mariner
Kansas
$1.58M +$377K +5,749 +31%
AFG
103
Atomi Financial Group
New York
$1.57M +$1.57M +23,982 New
SG
104
StoneX Group
New York
$1.51M +$54.6K +834 +4%
MOS
105
MGO One Seven
Ohio
$1.5M +$1.5M +22,956 New
3IP
106
3Chopt Investment Partners
Virginia
$1.43M -$635K -9,699 -31%
WIM
107
WealthPlan Investment Management
Nebraska
$1.41M +$1.41M +21,463 New
AG
108
Ascent Group
Virginia
$1.4M +$62.7K +958 +5%
LI
109
LRI Investments
Florida
$1.4M +$197K +3,000 +16%
WA
110
WBH Advisory
Maryland
$1.36M +$1.36M +20,812 New
IA
111
IFP Advisors
Florida
$1.22M +$523K +7,989 +75%
AAS
112
Avantax Advisory Services
Texas
$1.22M +$406K +6,202 +50%
LC
113
Landaas & Company
Wisconsin
$1.18M +$897K +13,700 +314%
SOS
114
Silver Oak Securities
Tennessee
$1.18M -$20.5K -313 -2%
OP
115
ORG Partners
Indiana
$1.17M +$1.17M +17,585 New
BFA
116
Beaumont Financial Advisors
Massachusetts
$1.09M -$10.4K -159 -0.9%
WF
117
Wayfinding Financial
Washington
$1.07M -$33.4K -511 -3%
ACGA
118
Atlanta Consulting Group Advisors
Georgia
$1.04M +$108K +1,654 +12%
FAM
119
Frontier Asset Management
Wyoming
$1.04M -$15.9K -243 -2%
LSPW
120
Lake Street Private Wealth
Illinois
$998K +$16K +245 +2%
IA
121
IFG Advisory
Georgia
$986K +$167K +2,555 +20%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$931K +$634K +9,675 +213%
KCIC
123
Kuhn & Co Investment Counsel
Illinois
$888K -$131K -1,997 -13%
CCFM
124
Clear Creek Financial Management
Washington
$876K +$19K +290 +2%
PWP
125
Private Wealth Partners
California
$861K