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JPMorgan Active Value ETF

225 hedge funds and large institutions have $3.53B invested in JPMorgan Active Value ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 111 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$341K
Puts
$301K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
151
Merit Financial Group
Georgia
$523K
CSPIA
152
Cary Street Partners Investment Advisory
Virginia
$518K
HIP
153
HUB Investment Partners
Texas
$516K
FWP
154
Firethorn Wealth Partners
Georgia
$516K
AWAP
155
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$514K
TRCT
156
Tower Research Capital (TRC)
New York
$514K
FGA
157
Fortis Group Advisors
New Jersey
$506K
JWCA
158
J.W. Cole Advisors
Florida
$498K
CIS
159
Custom Index Systems
New York
$498K
Citigroup
160
Citigroup
New York
$494K
FCG
161
Financial Connections Group
California
$487K
TFS
162
Thoroughbred Financial Services
Tennessee
$468K
BFA
163
Bill Few Associates
Pennsylvania
$455K
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$455K
GM
165
GeoWealth Management
Illinois
$451K
IWC
166
Integrated Wealth Concepts
Massachusetts
$451K
SWP
167
Stratos Wealth Partners
Ohio
$449K
GWP
168
Gateway Wealth Partners
Wisconsin
$440K
AF
169
Advisornet Financial
Minnesota
$440K
IWM
170
IHT Wealth Management
Illinois
$435K
OC
171
Oppenheimer & Co
New York
$430K
GWSG
172
GPS Wealth Strategies Group
Colorado
$421K
SI
173
Stephens Inc
Arkansas
$410K
AWM
174
Avaii Wealth Management
Wisconsin
$407K
SWM
175
SeaCrest Wealth Management
New York
$404K