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JPMorgan Active Value ETF

203 hedge funds and large institutions have $3.13B invested in JPMorgan Active Value ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 112 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+13
Holders Change %
+6.84%
% of All Funds
2.76%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
29
Increased
112
Reduced
40
Closed
9
Calls
$661K
Puts
$89K
Net Calls
+$572K
Net Calls Change
+$572K
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
126
OneDigital Investment Advisors
Kansas
$594K +$1.59K +25 +0.3%
CSPIA
127
Cary Street Partners Investment Advisory
Virginia
$575K +$62.5K +984 +12%
VWA
128
Visionary Wealth Advisors
Illinois
$569K -$1.52M -23,880 -73%
AWAP
129
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$569K -$2.43M -38,168 -81%
WFAG
130
Worth Financial Advisory Group
North Carolina
$567K +$100K +1,578 +21%
MA
131
MONECO Advisors
Connecticut
$566K +$83.6K +1,315 +17%
CPA
132
Clear Point Advisors
New York
$553K -$28.5K -449 -5%
BAM
133
Belpointe Asset Management
Nevada
$547K +$547K +8,603 New
JWCA
134
J.W. Cole Advisors
Florida
$539K +$216K +3,398 +67%
OWP
135
Obermeyer Wealth Partners
Colorado
$532K
IP
136
Ignite Planners
California
$516K +$222K +3,601 +76%
CIS
137
Custom Index Systems
New York
$511K +$511K +8,038 New
NL
138
NVWM LLC
Pennsylvania
$509K
TFS
139
Thoroughbred Financial Services
Tennessee
$493K +$63 +1 +0%
FWP
140
Firethorn Wealth Partners
Georgia
$457K +$33.2K +523 +8%
GWM
141
Geneos Wealth Management
Colorado
$445K +$280K +4,412 +170%
CAL
142
Capital Analysts LLC
Pennsylvania
$441K +$238K +3,747 +117%
GM
143
GeoWealth Management
Illinois
$433K -$135K -2,132 -24%
SWP
144
Stratos Wealth Partners
Ohio
$429K +$15.3K +241 +4%
PW
145
PUREfi Wealth
Massachusetts
$424K +$424K +6,673 New
Envestnet Portfolio Solutions
146
Envestnet Portfolio Solutions
Illinois
$421K +$421K +6,630 New
GWSG
147
GPS Wealth Strategies Group
Colorado
$408K -$120K -1,894 -23%
SI
148
Stephens Inc
Arkansas
$398K
HWA
149
HMV Wealth Advisors
Louisiana
$395K
AF
150
Advisornet Financial
Minnesota
$387K +$26.7K +420 +7%