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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.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$341K
Puts
$301K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
126
Private Trust Company
Ohio
$829K
SPI
127
Sutton Place Investors
New York
$828K
PW
128
PUREfi Wealth
Massachusetts
$766K
SWGC
129
Summit Wealth Group (Colorado)
Colorado
$766K
GLA
130
Good Life Advisors
Pennsylvania
$760K
KF
131
Krilogy Financial
Missouri
$746K
LGWM
132
Litman Gregory Wealth Management
California
$746K
ASN
133
Advisory Services Network
Georgia
$736K
SNWA
134
Siligmueller & Norvid Wealth Advisors
Illinois
$728K
TPWA
135
Twin Peaks Wealth Advisors
California
$695K
MA
136
Mutual Advisors
Nebraska
$695K
MEAC
137
M.E. Allison & Co
Texas
$679K
FPW
138
Fairvoy Private Wealth
Alabama
$666K
FFA
139
Farther Finance Advisors
California
$650K
WFAG
140
Worth Financial Advisory Group
North Carolina
$620K
IP
141
Ignite Planners
California
$617K
OIA
142
OneDigital Investment Advisors
Kansas
$615K
BAM
143
Belpointe Asset Management
Nevada
$602K
MA
144
MONECO Advisors
Connecticut
$587K
SEIA
145
Signature Estate & Investment Advisors
California
$577K
CPA
146
Clear Point Advisors
New York
$572K
IAA
147
Independence Asset Advisors
Pennsylvania
$550K
OWP
148
Obermeyer Wealth Partners
Colorado
$548K
NCM
149
Northwest Capital Management
Oregon
$546K
NL
150
NVWM LLC
Pennsylvania
$524K