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JPMorgan Active Value ETF

244 hedge funds and large institutions have $4.89B invested in JPMorgan Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 116 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
151
OneDigital Investment Advisors
Kansas
$679K
MA
152
MONECO Advisors
Connecticut
$667K
CSPIA
153
Cary Street Partners Investment Advisory
Virginia
$642K
SEIA
154
Signature Estate & Investment Advisors
California
$623K
MFG
155
Merit Financial Group
Georgia
$610K
OWP
156
Obermeyer Wealth Partners
Colorado
$600K
NL
157
NVWM LLC
Pennsylvania
$574K
JWCA
158
J.W. Cole Advisors
Florida
$556K
FWP
159
Firethorn Wealth Partners
Georgia
$547K
CPA
160
Clear Point Advisors
New York
$538K
GWSA
161
Global Wealth Strategies & Associates
Colorado
$536K
FCG
162
Financial Connections Group
California
$527K
AF
163
Advisornet Financial
Minnesota
$509K
TCWM
164
Total Clarity Wealth Management
Illinois
$505K
FFA
165
Farther Finance Advisors
California
$498K
HIA
166
Harbor Investment Advisory
Maryland
$468K
SI
167
Stephens Inc
Arkansas
$468K
SWP
168
Stratos Wealth Partners
Ohio
$451K
SFC
169
Strategic Financial Concepts
Texas
$450K
SWM
170
SeaCrest Wealth Management
New York
$440K
AWM
171
Atticus Wealth Management
Florida
$439K
IA
172
Integrity Alliance
Iowa
$424K
TFS
173
Thoroughbred Financial Services
Tennessee
$423K
PA
174
Procyon Advisors
Connecticut
$423K
SPIA
175
Steward Partners Investment Advisory
New York
$418K