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JPMorgan Active Value ETF

203 hedge funds and large institutions have $3.13B invested in JPMorgan Active Value ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 112 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+13
Holders Change %
+6.84%
% of All Funds
2.76%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
29
Increased
112
Reduced
40
Closed
9
Calls
$661K
Puts
$89K
Net Calls
+$572K
Net Calls Change
+$572K
Name Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
151
Comerica Bank
Texas
$385K +$12.9K +203 +3%
CIA
152
Concurrent Investment Advisors
Florida
$355K +$51.4K +809 +17%
NL
153
NWAM LLC
Washington
$341K -$97K -1,527 -22%
SWM
154
SeaCrest Wealth Management
New York
$335K +$29.7K +468 +10%
HIA
155
Harbor Investment Advisory
Maryland
$331K +$68K +1,070 +26%
OC
156
Oppenheimer & Co
New York
$328K +$328K +5,169 New
AFG
157
Albion Financial Group
Utah
$308K +$222K +3,500 +259%
IAA
158
Independence Asset Advisors
Pennsylvania
$299K +$299K +4,699 New
MA
159
MBA Advisors
Pennsylvania
$296K +$296K +4,657 New
WIM
160
Westside Investment Management
California
$294K +$39.7K +626 +16%
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$288K +$235K +3,694 +440%
SFC
162
Strategic Financial Concepts
Texas
$282K +$33.8K +532 +14%
LC
163
Landaas & Company
Wisconsin
$278K +$76.4K +1,200 +38%
OHWP
164
Oak Harbor Wealth Partners
North Carolina
$254K +$14.8K +233 +6%
PFS
165
Prospera Financial Services
Texas
$226K +$226K +3,560 New
CAWM
166
Capital Advisors Wealth Management
Washington
$218K -$5.97K -94 -3%
PTC
167
Private Trust Company
Ohio
$215K +$4.13K +65 +2%
CFS
168
CRA Financial Services
New Jersey
$212K +$6.74K +106 +3%
IWM
169
IHT Wealth Management
Illinois
$211K -$67.5K -1,069 -24%
SWRP
170
Summit Wealth & Retirement Planning
California
$202K +$202K +3,178 New
FNWM
171
Financial Network Wealth Management
Utah
$181K +$181K +2,861 New
AWM
172
AE Wealth Management
Kansas
$178K
SPIA
173
Steward Partners Investment Advisory
New York
$177K +$43.8K +689 +33%
OSAM
174
O'Shaughnessy Asset Management
Connecticut
$120K +$120K +1,893 New
PA
175
Parallel Advisors
California
$117K