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JPMorgan Active Value ETF

247 hedge funds and large institutions have $4.89B invested in JPMorgan Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 116 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
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
SOS
126
Silver Oak Securities
Tennessee
$1.09M
MW
127
Merited Wealth
Florida
$1.04M
AFG
128
Atomi Financial Group
New York
$1.03M
FAM
129
Frontier Asset Management
Wyoming
$1.02M
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$1M
FPW
131
Fairvoy Private Wealth
Alabama
$999K
WFAG
132
Worth Financial Advisory Group
North Carolina
$989K
SPI
133
Sutton Place Investors
New York
$956K
HIP
134
HUB Investment Partners
Texas
$938K
PW
135
PUREfi Wealth
Massachusetts
$913K
PTC
136
Private Trust Company
Ohio
$906K
TSMHT
137
Thurston Springer Miller Herd & Titak
Indiana
$904K
SL
138
Sentinus LLC
Illinois
$868K
KCIC
139
Kuhn & Co Investment Counsel
Illinois
$846K
SWGC
140
Summit Wealth Group (Colorado)
Colorado
$838K
OC
141
Oppenheimer & Co
New York
$818K
Renaissance Technologies
142
Renaissance Technologies
New York
$782K
BFA
143
Bill Few Associates
Pennsylvania
$779K
SG
144
StoneX Group
New York
$755K
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$751K
Citadel Advisors
146
Citadel Advisors
Florida
$747K
MEAC
147
M.E. Allison & Co
Texas
$743K
RCAG
148
Rehmann Capital Advisory Group
Michigan
$722K
IAA
149
Independence Asset Advisors
Pennsylvania
$710K
LGWM
150
Litman Gregory Wealth Management
California
$705K