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JPMorgan Active Value ETF

244 hedge funds and large institutions have $4.89B invested in JPMorgan Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 116 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
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
AFG
127
Atomi Financial Group
New York
$1.03M
FAM
128
Frontier Asset Management
Wyoming
$1.02M
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$1M
FPW
130
Fairvoy Private Wealth
Alabama
$999K
WFAG
131
Worth Financial Advisory Group
North Carolina
$989K
SPI
132
Sutton Place Investors
New York
$956K
HIP
133
HUB Investment Partners
Texas
$938K
PW
134
PUREfi Wealth
Massachusetts
$913K
PTC
135
Private Trust Company
Ohio
$906K
TSMHT
136
Thurston Springer Miller Herd & Titak
Indiana
$904K
SL
137
Sentinus LLC
Illinois
$868K
KCIC
138
Kuhn & Co Investment Counsel
Illinois
$846K
SWGC
139
Summit Wealth Group (Colorado)
Colorado
$838K
OC
140
Oppenheimer & Co
New York
$818K
Renaissance Technologies
141
Renaissance Technologies
New York
$782K
BFA
142
Bill Few Associates
Pennsylvania
$779K
SG
143
StoneX Group
New York
$755K
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$751K
Citadel Advisors
145
Citadel Advisors
Florida
$747K
MEAC
146
M.E. Allison & Co
Texas
$743K
IAA
147
Independence Asset Advisors
Pennsylvania
$710K
LGWM
148
Litman Gregory Wealth Management
California
$705K
VAM
149
Verity Asset Management
North Carolina
$703K
MA
150
Mutual Advisors
Nebraska
$699K