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JPMorgan Active Value ETF

219 hedge funds and large institutions have $4.05B invested in JPMorgan Active Value ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 109 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:

3% less funds holding

Funds holding: 225219 (-6)

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
219
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
AWAP
151
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$544K
FWP
152
Firethorn Wealth Partners
Georgia
$541K
LI
153
LRI Investments
Florida
$517K
JWCA
154
J.W. Cole Advisors
Florida
$516K
FCG
155
Financial Connections Group
California
$507K
TFS
156
Thoroughbred Financial Services
Tennessee
$493K
AF
157
Advisornet Financial
Minnesota
$481K
AWM
158
Atticus Wealth Management
Florida
$480K
TRCT
159
Tower Research Capital (TRC)
New York
$474K
SWP
160
Stratos Wealth Partners
Ohio
$454K
OC
161
Oppenheimer & Co
New York
$454K
SI
162
Stephens Inc
Arkansas
$432K
SWM
163
SeaCrest Wealth Management
New York
$421K
AWM
164
Avaii Wealth Management
Wisconsin
$414K
HIA
165
Harbor Investment Advisory
Maryland
$401K
GM
166
GeoWealth Management
Illinois
$399K
PWP
167
Private Wealth Partners
California
$393K
Comerica Bank
168
Comerica Bank
Texas
$391K
PFS
169
Prospera Financial Services
Texas
$387K
IAA
170
Independence Asset Advisors
Pennsylvania
$381K
Creative Planning
171
Creative Planning
Kansas
$376K
GWM
172
Geneos Wealth Management
Colorado
$375K
VWA
173
Visionary Wealth Advisors
Illinois
$351K
VH
174
Visionary Horizons
Tennessee
$350K
GWP
175
Gateway Wealth Partners
Wisconsin
$342K