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JPMorgan Active Value ETF

252 hedge funds and large institutions have $4.9B invested in JPMorgan Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 10

84% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 63

20% more capital invested

Capital invested by funds: $4.07B → $4.9B (+$830M)

14% more funds holding

Funds holding: 222252 (+30)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

5.06% less ownership

Funds ownership: 97.79%92.73% (-5.1%)

Holders
252
Holders Change
+30
Holders Change %
+13.51%
% of All Funds
3.06%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
43
Increased
116
Reduced
63
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$1.81M +$45.7K +652 +3%
CWWM
102
Curry Webb Wealth Management
Indiana
$1.78M +$1.74M +24,829 New
AI
103
Atria Investments
North Carolina
$1.75M +$127K +1,811 +8%
QWP
104
Quotient Wealth Partners
Texas
$1.73M +$13.9K +198 +0.8%
RDFA
105
Ritter Daniher Financial Advisory
Ohio
$1.72M
IA
106
IFP Advisors
Florida
$1.69M +$91.4K +1,303 +6%
3IP
107
3Chopt Investment Partners
Virginia
$1.63M +$31.1K +443 +2%
MPWT
108
MassMutual Private Wealth & Trust
Connecticut
$1.61M -$99.5K -1,419 -6%
BCA
109
Bay Colony Advisors
Massachusetts
$1.59M -$107K -1,531 -6%
ACGA
110
Atlanta Consulting Group Advisors
Georgia
$1.58M +$166K +2,370 +12%
MWM
111
Mascagni Wealth Management
Mississippi
$1.55M -$83.2K -1,186 -5%
OP
112
ORG Partners
Indiana
$1.49M +$224K +3,198 +18%
Natixis Advisors
113
Natixis Advisors
Massachusetts
$1.36M +$595K +8,476 +81%
TPWA
114
Twin Peaks Wealth Advisors
California
$1.33M +$464K +6,608 +62%
SMAM
115
Sugar Maple Asset Management
Wisconsin
$1.31M -$8.77K -125 -0.7%
TRCT
116
Tower Research Capital (TRC)
New York
$1.31M +$802K +11,436 +166%
LC
117
Landaas & Company
Wisconsin
$1.27M -$21K -300 -2%
WF
118
Wayfinding Financial
Washington
$1.23M +$9.12K +130 +0.8%
CCFM
119
Clear Creek Financial Management
Washington
$1.22M +$254K +3,621 +27%
KF
120
Krilogy Financial
Missouri
$1.19M -$14K -199 -1%
BFA
121
Beaumont Financial Advisors
Massachusetts
$1.14M -$41.7K -595 -4%
IP
122
Ignite Planners
California
$1.13M +$361K +5,145 +51%
TW
123
Traveka Wealth
California
$1.13M +$431K +6,141 +64%
IA
124
IFG Advisory
Georgia
$1.12M +$35.6K +507 +3%
LSPW
125
Lake Street Private Wealth
Illinois
$1.12M +$97.9K +1,396 +10%