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JPMorgan Active Value ETF

260 hedge funds and large institutions have $5.61B invested in JPMorgan Active Value ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 121 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
PA
151
Procyon Advisors
Connecticut
$824K
SWGC
152
Summit Wealth Group (Colorado)
Colorado
$823K
GWP
153
Gateway Wealth Partners
Wisconsin
$817K
MA
154
Mutual Advisors
Nebraska
$780K
MEAC
155
M.E. Allison & Co
Texas
$744K
VAM
156
Verity Asset Management
North Carolina
$734K
OIA
157
OneDigital Investment Advisors
Kansas
$688K
MA
158
MONECO Advisors
Connecticut
$688K
SFC
159
Strategic Financial Concepts
Texas
$657K
XT
160
XTX Topco
Cayman Islands
$645K
CSPIA
161
Cary Street Partners Investment Advisory
Virginia
$640K
SPIA
162
Steward Partners Investment Advisory
New York
$634K
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$633K
SEIA
164
Signature Estate & Investment Advisors
California
$621K
BPA
165
Beacon Pointe Advisors
California
$601K
OWP
166
Obermeyer Wealth Partners
Colorado
$601K
AF
167
Advisornet Financial
Minnesota
$591K
NL
168
NVWM LLC
Pennsylvania
$574K
AC
169
Apella Capital
Connecticut
$556K
JWCA
170
J.W. Cole Advisors
Florida
$552K
FWP
171
Firethorn Wealth Partners
Georgia
$535K
FCG
172
Financial Connections Group
California
$528K
SI
173
Stephens Inc
Arkansas
$475K
HIA
174
Harbor Investment Advisory
Maryland
$473K
TFS
175
Thoroughbred Financial Services
Tennessee
$469K