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JPMorgan Active Value ETF

250 hedge funds and large institutions have $4.9B invested in JPMorgan Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 116 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
151
Independence Asset Advisors
Pennsylvania
$710K
LGWM
152
Litman Gregory Wealth Management
California
$705K
VAM
153
Verity Asset Management
North Carolina
$703K
MA
154
Mutual Advisors
Nebraska
$699K
OIA
155
OneDigital Investment Advisors
Kansas
$679K
MA
156
MONECO Advisors
Connecticut
$667K
CSPIA
157
Cary Street Partners Investment Advisory
Virginia
$642K
SEIA
158
Signature Estate & Investment Advisors
California
$623K
MFG
159
Merit Financial Group
Georgia
$610K
OWP
160
Obermeyer Wealth Partners
Colorado
$600K
NL
161
NVWM LLC
Pennsylvania
$574K
JWCA
162
J.W. Cole Advisors
Florida
$556K
FWP
163
Firethorn Wealth Partners
Georgia
$547K
CPA
164
Clear Point Advisors
New York
$538K
GWSA
165
Global Wealth Strategies & Associates
Colorado
$536K
FCG
166
Financial Connections Group
California
$527K
AF
167
Advisornet Financial
Minnesota
$509K
TCWM
168
Total Clarity Wealth Management
Illinois
$505K
FFA
169
Farther Finance Advisors
California
$498K
HIA
170
Harbor Investment Advisory
Maryland
$468K
SI
171
Stephens Inc
Arkansas
$468K
SWP
172
Stratos Wealth Partners
Ohio
$451K
SFC
173
Strategic Financial Concepts
Texas
$450K
SWM
174
SeaCrest Wealth Management
New York
$440K
AWM
175
Atticus Wealth Management
Florida
$439K