JAVA icon

JPMorgan Active Value ETF

225 hedge funds and large institutions have $3.53B invested in JPMorgan Active Value ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 111 increasing their positions, 64 reducing their positions, and 9 closing their positions.

Holders
225
Holders Change
+22
Holders Change %
+10.84%
% of All Funds
3.02%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
32
Increased
111
Reduced
64
Closed
9
Calls
$341K
Puts
$301K
Net Calls
+$40K
Net Calls Change
-$532K
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
126
Private Trust Company
Ohio
$829K +$608K +9,283 +275%
SPI
127
Sutton Place Investors
New York
$828K -$35.2K -537 -4%
PW
128
PUREfi Wealth
Massachusetts
$766K +$329K +5,023 +75%
SWGC
129
Summit Wealth Group (Colorado)
Colorado
$766K +$766K +11,688 New
GLA
130
Good Life Advisors
Pennsylvania
$760K -$59.2K -904 -7%
KF
131
Krilogy Financial
Missouri
$746K -$7.14K -109 -0.9%
LGWM
132
Litman Gregory Wealth Management
California
$746K -$106K -1,611 -12%
ASN
133
Advisory Services Network
Georgia
$736K -$117K -1,784 -14%
SNWA
134
Siligmueller & Norvid Wealth Advisors
Illinois
$728K +$67.9K +1,029 +10%
TPWA
135
Twin Peaks Wealth Advisors
California
$695K +$28.3K +428 +4%
MA
136
Mutual Advisors
Nebraska
$695K -$40.7K -607 -6%
MEAC
137
M.E. Allison & Co
Texas
$679K -$9.89K -151 -1%
FPW
138
Fairvoy Private Wealth
Alabama
$666K -$8.91K -136 -1%
FFA
139
Farther Finance Advisors
California
$650K -$60.3K -920 -8%
WFAG
140
Worth Financial Advisory Group
North Carolina
$620K +$35K +535 +6%
IP
141
Ignite Planners
California
$617K +$62.4K +942 +11%
OIA
142
OneDigital Investment Advisors
Kansas
$615K +$2.29K +35 +0.4%
BAM
143
Belpointe Asset Management
Nevada
$602K +$38.9K +594 +7%
MA
144
MONECO Advisors
Connecticut
$587K +$3.41K +52 +0.6%
SEIA
145
Signature Estate & Investment Advisors
California
$577K +$577K +8,813 New
CPA
146
Clear Point Advisors
New York
$572K +$2.1K +32 +0.4%
IAA
147
Independence Asset Advisors
Pennsylvania
$550K +$243K +3,705 +79%
OWP
148
Obermeyer Wealth Partners
Colorado
$548K
NCM
149
Northwest Capital Management
Oregon
$546K -$380K -5,802 -41%
NL
150
NVWM LLC
Pennsylvania
$524K