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JPMorgan Active Value ETF

263 hedge funds and large institutions have $5.62B invested in JPMorgan Active Value ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 122 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

65% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 74

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

15% more capital invested

Capital invested by funds: $4.9B → $5.62B (+$718M)

4.45% more ownership

Funds ownership: 92.73%97.18% (+4.5%)

4% more funds holding

Funds holding: 252263 (+11)

Holders
263
Holders Change
+11
Holders Change %
+4.37%
% of All Funds
3.24%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.28%
New
35
Increased
122
Reduced
74
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
126
Bay Colony Advisors
Massachusetts
$1.41M -$180K -2,431 -11%
TW
127
Traveka Wealth
California
$1.38M +$265K +3,566 +23%
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$1.28M +$291K +3,928 +28%
SMAM
129
Sugar Maple Asset Management
Wisconsin
$1.28M -$38.7K -521 -3%
LC
130
Landaas & Company
Wisconsin
$1.27M
CIBC World Market
131
CIBC World Market
Ontario, Canada
$1.26M +$1.03M +13,928 +384%
BAM
132
Belpointe Asset Management
Nevada
$1.26M +$159K +2,145 +14%
WF
133
Wayfinding Financial
Washington
$1.25M +$17.7K +238 +1%
TPWA
134
Twin Peaks Wealth Advisors
California
$1.24M -$2.3K -31 -0.2%
ASN
135
Advisory Services Network
Georgia
$1.19M +$82.5K +1,112 +7%
CCFM
136
Clear Creek Financial Management
Washington
$1.19M -$32.1K -432 -3%
BFA
137
Beaumont Financial Advisors
Massachusetts
$1.13M -$11.9K -161 -1%
KF
138
Krilogy Financial
Missouri
$1.12M -$60.3K -812 -5%
LSPW
139
Lake Street Private Wealth
Illinois
$1.09M -$34.1K -460 -3%
TP
140
TritonPoint Partners
Maryland
$1.07M +$1.1M +14,846 New
SOS
141
Silver Oak Securities
Tennessee
$1.05M -$32.6K -439 -3%
FAM
142
Frontier Asset Management
Wyoming
$1M -$16K -215 -2%
TSMHT
143
Thurston Springer Miller Herd & Titak
Indiana
$990K +$88.3K +1,190 +9%
AFG
144
Atomi Financial Group
New York
$930K -$107K -1,447 -10%
SPI
145
Sutton Place Investors
New York
$924K -$34.4K -463 -3%
HIP
146
HUB Investment Partners
Texas
$889K -$51.3K -691 -5%
OC
147
Oppenheimer & Co
New York
$876K +$59.7K +804 +7%
BFA
148
Bill Few Associates
Pennsylvania
$873K +$96.6K +1,302 +12%
SL
149
Sentinus LLC
Illinois
$868K
PTC
150
Private Trust Company
Ohio
$866K -$41.6K -561 -4%