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JPMorgan Active Value ETF

244 hedge funds and large institutions have $4.89B invested in JPMorgan Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 116 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
101
Atria Investments
North Carolina
$1.75M
QWP
102
Quotient Wealth Partners
Texas
$1.73M
RDFA
103
Ritter Daniher Financial Advisory
Ohio
$1.72M
IA
104
IFP Advisors
Florida
$1.69M
3IP
105
3Chopt Investment Partners
Virginia
$1.63M
MPWT
106
MassMutual Private Wealth & Trust
Connecticut
$1.61M
BCA
107
Bay Colony Advisors
Massachusetts
$1.59M
ACGA
108
Atlanta Consulting Group Advisors
Georgia
$1.58M
MWM
109
Mascagni Wealth Management
Mississippi
$1.55M
OP
110
ORG Partners
Indiana
$1.49M
Natixis Advisors
111
Natixis Advisors
Massachusetts
$1.36M
TPWA
112
Twin Peaks Wealth Advisors
California
$1.33M
SMAM
113
Sugar Maple Asset Management
Wisconsin
$1.31M
TRCT
114
Tower Research Capital (TRC)
New York
$1.31M
LC
115
Landaas & Company
Wisconsin
$1.27M
WF
116
Wayfinding Financial
Washington
$1.23M
CCFM
117
Clear Creek Financial Management
Washington
$1.22M
KF
118
Krilogy Financial
Missouri
$1.19M
BFA
119
Beaumont Financial Advisors
Massachusetts
$1.14M
IP
120
Ignite Planners
California
$1.13M
TW
121
Traveka Wealth
California
$1.13M
IA
122
IFG Advisory
Georgia
$1.12M
LSPW
123
Lake Street Private Wealth
Illinois
$1.12M
ASN
124
Advisory Services Network
Georgia
$1.11M
BAM
125
Belpointe Asset Management
Nevada
$1.1M