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JPMorgan Active Value ETF

219 hedge funds and large institutions have $4.05B invested in JPMorgan Active Value ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 109 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

3% less funds holding

Funds holding: 225219 (-6)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

33% less call options, than puts

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

Holders
219
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
$276K
Puts
$414K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
126
Worth Financial Advisory Group
North Carolina
$766K
LGWM
127
Litman Gregory Wealth Management
California
$739K
TPWA
128
Twin Peaks Wealth Advisors
California
$737K
Natixis Advisors
129
Natixis Advisors
Massachusetts
$724K
FPW
130
Fairvoy Private Wealth
Alabama
$715K
MEAC
131
M.E. Allison & Co
Texas
$715K
GWSG
132
GPS Wealth Strategies Group
Colorado
$700K
MA
133
Mutual Advisors
Nebraska
$693K
IP
134
Ignite Planners
California
$689K
ASN
135
Advisory Services Network
Georgia
$688K
TW
136
Traveka Wealth
California
$659K
OIA
137
OneDigital Investment Advisors
Kansas
$650K
VAM
138
Verity Asset Management
North Carolina
$635K
MA
139
MONECO Advisors
Connecticut
$631K
SEIA
140
Signature Estate & Investment Advisors
California
$606K
GWSA
141
Global Wealth Strategies & Associates
Colorado
$605K
CPA
142
Clear Point Advisors
New York
$605K
OWP
143
Obermeyer Wealth Partners
Colorado
$577K
NCM
144
Northwest Capital Management
Oregon
$575K
FFA
145
Farther Finance Advisors
California
$562K
BFA
146
Bill Few Associates
Pennsylvania
$561K
Jane Street
147
Jane Street
New York
$558K
CSPIA
148
Cary Street Partners Investment Advisory
Virginia
$556K
MFG
149
Merit Financial Group
Georgia
$554K
NL
150
NVWM LLC
Pennsylvania
$552K