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JPMorgan Active Value ETF
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222 hedge funds and large institutions have $4.07B invested in JPMorgan Active Value ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 111 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 66

14% more capital invested

Capital invested by funds: $3.56B → $4.07B (+$508M)

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1.12% more ownership

Funds ownership: 96.67% → 97.79% (+1.1%)

2% less funds holding

Funds holding: 227 → 222 (-5)

5% less funds holding in top 10

Funds holding in top 10: 21 → 20 (-1)

33% less call options, than puts

Call options by funds: $276K | Put options by funds: $414K

Holders
222
Holders Change
-5
Holders Change %
-2.2%
% of All Funds
2.91%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.26%
New
18
Increased
111
Reduced
66
Closed
16
Calls
$276K
Puts
$414K
Net Calls
-$138K
Net Calls Change
-$178K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$141M
2
DWM
Dynasty Wealth Management
Florida
+$52.2M
3
SWP
Sagespring Wealth Partners
Tennessee
+$52M
4
LPL Financial
LPL Financial
California
+$50.9M
5
PAG
Private Advisor Group
New Jersey
+$18.3M

Top Sellers

1
VAS
Vestmark Advisory Solutions
Massachusetts
-$39.4M
2
Raymond James Financial
Raymond James Financial
Florida
-$18.4M
3
RWS
Resolute Wealth Strategies
Mississippi
-$4.8M
4
FAIM
Financial Advocates Investment Management
Washington
-$2.98M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
101
Mascagni Wealth Management
Mississippi
$1.57M -$128K -1,910 -8%
AI
102
Atria Investments
North Carolina
$1.56M -$1.3M -19,326 -46%
3IP
103
3Chopt Investment Partners
Virginia
$1.54M +$34.2K +510 +2%
IA
104
IFP Advisors
Florida
$1.54M +$245K +3,656 +20%
ACGA
105
Atlanta Consulting Group Advisors
Georgia
$1.36M +$255K +3,804 +24%
SMAM
106
Sugar Maple Asset Management
Wisconsin
$1.27M -$530K -7,903 -30%
LC
107
Landaas & Company
Wisconsin
$1.25M – – –
OSAM
108
O'Shaughnessy Asset Management
Connecticut
$1.23M +$735K +10,946 +158%
OP
109
ORG Partners
Indiana
$1.21M -$4.16K -62 -0.4%
SOS
110
Silver Oak Securities
Tennessee
$1.2M -$37K -552 -3%
VBA
111
von Borstel & Associates
Oregon
$1.2M +$1.15M +17,085 New
WF
112
Wayfinding Financial
Washington
$1.18M +$49.3K +734 +4%
BFA
113
Beaumont Financial Advisors
Massachusetts
$1.14M -$6.91K -103 -0.6%
KF
114
Krilogy Financial
Missouri
$1.11M +$313K +4,657 +41%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$1.07M +$1.04M +15,539 New
AFG
116
Atomi Financial Group
New York
$1.05M -$583K -8,688 -36%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$1.05M -$640K -9,543 -38%
IA
118
IFG Advisory
Georgia
$1.04M +$6.64K +99 +0.7%
FAM
119
Frontier Asset Management
Wyoming
$986K -$108K -1,616 -10%
LSPW
120
Lake Street Private Wealth
Illinois
$979K -$69.6K -1,037 -7%
CCFM
121
Clear Creek Financial Management
Washington
$922K – – –
SPI
122
Sutton Place Investors
New York
$916K +$43.7K +651 +5%
HIP
123
HUB Investment Partners
Texas
$902K +$349K +5,202 +66%
PW
124
PUREfi Wealth
Massachusetts
$888K +$78.9K +1,175 +10%
Renaissance Technologies
125
Renaissance Technologies
New York
$876K +$597K +8,900 +234%
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5
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