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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
MFG
151
Merit Financial Group
Georgia
$554K
NL
152
NVWM LLC
Pennsylvania
$552K
AWAP
153
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$544K
FWP
154
Firethorn Wealth Partners
Georgia
$541K
LI
155
LRI Investments
Florida
$517K
JWCA
156
J.W. Cole Advisors
Florida
$516K
FCG
157
Financial Connections Group
California
$507K
TFS
158
Thoroughbred Financial Services
Tennessee
$493K
AF
159
Advisornet Financial
Minnesota
$481K
AWM
160
Atticus Wealth Management
Florida
$480K
TRCT
161
Tower Research Capital (TRC)
New York
$474K
SWP
162
Stratos Wealth Partners
Ohio
$454K
OC
163
Oppenheimer & Co
New York
$454K
SI
164
Stephens Inc
Arkansas
$432K
SWM
165
SeaCrest Wealth Management
New York
$421K
AWM
166
Avaii Wealth Management
Wisconsin
$414K
HIA
167
Harbor Investment Advisory
Maryland
$401K
GM
168
GeoWealth Management
Illinois
$399K
PWP
169
Private Wealth Partners
California
$393K
Comerica Bank
170
Comerica Bank
Texas
$391K
PFS
171
Prospera Financial Services
Texas
$387K
IAA
172
Independence Asset Advisors
Pennsylvania
$381K
Creative Planning
173
Creative Planning
Kansas
$376K
GWM
174
Geneos Wealth Management
Colorado
$375K
VWA
175
Visionary Wealth Advisors
Illinois
$351K