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JPMorgan Active Value ETF

221 hedge funds and large institutions have $4.06B invested in JPMorgan Active Value ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 111 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:

2% less funds holding

Funds holding: 226221 (-5)

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
221
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
BAM
126
Belpointe Asset Management
Nevada
$859K
KCIC
127
Kuhn & Co Investment Counsel
Illinois
$813K
WFAG
128
Worth Financial Advisory Group
North Carolina
$766K
LGWM
129
Litman Gregory Wealth Management
California
$739K
TPWA
130
Twin Peaks Wealth Advisors
California
$737K
Natixis Advisors
131
Natixis Advisors
Massachusetts
$724K
FPW
132
Fairvoy Private Wealth
Alabama
$715K
MEAC
133
M.E. Allison & Co
Texas
$715K
GWSG
134
GPS Wealth Strategies Group
Colorado
$700K
MA
135
Mutual Advisors
Nebraska
$693K
IP
136
Ignite Planners
California
$689K
ASN
137
Advisory Services Network
Georgia
$688K
TW
138
Traveka Wealth
California
$659K
OIA
139
OneDigital Investment Advisors
Kansas
$650K
VAM
140
Verity Asset Management
North Carolina
$635K
MA
141
MONECO Advisors
Connecticut
$631K
SEIA
142
Signature Estate & Investment Advisors
California
$606K
GWSA
143
Global Wealth Strategies & Associates
Colorado
$605K
CPA
144
Clear Point Advisors
New York
$605K
OWP
145
Obermeyer Wealth Partners
Colorado
$577K
NCM
146
Northwest Capital Management
Oregon
$575K
FFA
147
Farther Finance Advisors
California
$562K
BFA
148
Bill Few Associates
Pennsylvania
$561K
Jane Street
149
Jane Street
New York
$558K
CSPIA
150
Cary Street Partners Investment Advisory
Virginia
$556K