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JPMorgan Active Value ETF

263 hedge funds and large institutions have $5.62B invested in JPMorgan Active Value ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 122 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

65% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 74

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

15% more capital invested

Capital invested by funds: $4.9B → $5.62B (+$718M)

4.45% more ownership

Funds ownership: 92.73%97.18% (+4.5%)

4% more funds holding

Funds holding: 252263 (+11)

Holders
263
Holders Change
+11
Holders Change %
+4.37%
% of All Funds
3.24%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.28%
New
35
Increased
122
Reduced
74
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCIC
151
Kuhn & Co Investment Counsel
Illinois
$846K
PA
152
Procyon Advisors
Connecticut
$824K +$415K +5,586 +95%
SWGC
153
Summit Wealth Group (Colorado)
Colorado
$823K -$16.3K -219 -2%
GWP
154
Gateway Wealth Partners
Wisconsin
$817K +$432K +5,817 +104%
MA
155
Mutual Advisors
Nebraska
$780K +$84K +1,132 +12%
MEAC
156
M.E. Allison & Co
Texas
$744K
VAM
157
Verity Asset Management
North Carolina
$734K +$31.9K +430 +4%
OIA
158
OneDigital Investment Advisors
Kansas
$688K +$9.57K +129 +1%
MA
159
MONECO Advisors
Connecticut
$688K +$21.5K +290 +3%
SFC
160
Strategic Financial Concepts
Texas
$657K +$214K +2,879 +46%
XT
161
XTX Topco
Cayman Islands
$645K +$667K +8,992 New
CSPIA
162
Cary Street Partners Investment Advisory
Virginia
$640K -$1.85K -25 -0.3%
SPIA
163
Steward Partners Investment Advisory
New York
$634K +$224K +3,013 +52%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$633K +$655K +8,829 New
SEIA
165
Signature Estate & Investment Advisors
California
$621K -$2.82K -38 -0.4%
BPA
166
Beacon Pointe Advisors
California
$601K +$622K +8,381 New
OWP
167
Obermeyer Wealth Partners
Colorado
$601K
AF
168
Advisornet Financial
Minnesota
$591K +$85.2K +1,148 +16%
NL
169
NVWM LLC
Pennsylvania
$574K
AC
170
Apella Capital
Connecticut
$556K +$546K +7,360 New
JWCA
171
J.W. Cole Advisors
Florida
$552K -$3.41K -46 -0.6%
FWP
172
Firethorn Wealth Partners
Georgia
$535K -$12.7K -171 -2%
FCG
173
Financial Connections Group
California
$528K
SI
174
Stephens Inc
Arkansas
$475K +$7.42K +100 +2%
HIA
175
Harbor Investment Advisory
Maryland
$473K +$4.23K +57 +0.9%