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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.

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 %
MFG
151
Merit Financial Group
Georgia
$523K +$523K +7,990 New
CSPIA
152
Cary Street Partners Investment Advisory
Virginia
$518K -$74.8K -1,142 -13%
HIP
153
HUB Investment Partners
Texas
$516K +$516K +7,881 New
FWP
154
Firethorn Wealth Partners
Georgia
$516K +$44.8K +684 +10%
AWAP
155
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$514K -$71.9K -1,098 -12%
TRCT
156
Tower Research Capital (TRC)
New York
$514K +$514K +7,841 New
FGA
157
Fortis Group Advisors
New Jersey
$506K +$506K +7,712 New
JWCA
158
J.W. Cole Advisors
Florida
$498K -$57.1K -872 -10%
CIS
159
Custom Index Systems
New York
$498K -$28.8K -440 -5%
Citigroup
160
Citigroup
New York
$494K +$494K +7,548 New
FCG
161
Financial Connections Group
California
$487K -$193K -2,949 -28%
TFS
162
Thoroughbred Financial Services
Tennessee
$468K -$39.8K -608 -8%
BFA
163
Bill Few Associates
Pennsylvania
$455K +$455K +6,949 New
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$455K +$331K +5,046 +267%
GM
165
GeoWealth Management
Illinois
$451K +$4.39K +67 +1%
IWC
166
Integrated Wealth Concepts
Massachusetts
$451K -$6.19M -94,468 -93%
SWP
167
Stratos Wealth Partners
Ohio
$449K +$6.94K +106 +2%
GWP
168
Gateway Wealth Partners
Wisconsin
$440K -$184K -2,811 -30%
AF
169
Advisornet Financial
Minnesota
$440K +$40.8K +623 +10%
IWM
170
IHT Wealth Management
Illinois
$435K +$216K +3,305 +99%
OC
171
Oppenheimer & Co
New York
$430K +$91.6K +1,399 +27%
GWSG
172
GPS Wealth Strategies Group
Colorado
$421K +$524 +8 +0.1%
SI
173
Stephens Inc
Arkansas
$410K
AWM
174
Avaii Wealth Management
Wisconsin
$407K -$410K -6,262 -50%
SWM
175
SeaCrest Wealth Management
New York
$404K +$59.5K +909 +17%