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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
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
$341K
Puts
$301K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QWP
101
Quotient Wealth Partners
Texas
$1.59M
Mariner
102
Mariner
Kansas
$1.58M
AFG
103
Atomi Financial Group
New York
$1.57M
SG
104
StoneX Group
New York
$1.51M
MOS
105
MGO One Seven
Ohio
$1.5M
3IP
106
3Chopt Investment Partners
Virginia
$1.43M
WIM
107
WealthPlan Investment Management
Nebraska
$1.41M
AG
108
Ascent Group
Virginia
$1.4M
LI
109
LRI Investments
Florida
$1.4M
WA
110
WBH Advisory
Maryland
$1.36M
IA
111
IFP Advisors
Florida
$1.22M
AAS
112
Avantax Advisory Services
Texas
$1.22M
LC
113
Landaas & Company
Wisconsin
$1.18M
SOS
114
Silver Oak Securities
Tennessee
$1.18M
OP
115
ORG Partners
Indiana
$1.17M
BFA
116
Beaumont Financial Advisors
Massachusetts
$1.09M
WF
117
Wayfinding Financial
Washington
$1.06M
ACGA
118
Atlanta Consulting Group Advisors
Georgia
$1.04M
FAM
119
Frontier Asset Management
Wyoming
$1.04M
LSPW
120
Lake Street Private Wealth
Illinois
$998K
IA
121
IFG Advisory
Georgia
$986K
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$931K
KCIC
123
Kuhn & Co Investment Counsel
Illinois
$888K
CCFM
124
Clear Creek Financial Management
Washington
$876K
PWP
125
Private Wealth Partners
California
$861K