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JPMorgan Active Value ETF

244 hedge funds and large institutions have $4.89B invested in JPMorgan Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 116 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
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
WP
176
WealthPLAN Partners
Nebraska
$416K
AWM
177
Avaii Wealth Management
Wisconsin
$405K
GWP
178
Gateway Wealth Partners
Wisconsin
$400K
GM
179
GeoWealth Management
Illinois
$399K
Comerica Bank
180
Comerica Bank
Texas
$381K
Creative Planning
181
Creative Planning
Kansas
$381K
VWA
182
Visionary Wealth Advisors
Illinois
$365K
AFG
183
Albion Financial Group
Utah
$348K
OHWP
184
Oak Harbor Wealth Partners
North Carolina
$345K
PGF
185
Plan Group Financial
Oklahoma
$341K
FPB
186
First PREMIER Bank
South Dakota
$338K
WIM
187
Westside Investment Management
California
$336K
Truist Financial
188
Truist Financial
North Carolina
$322K
AWM
189
Axxcess Wealth Management
California
$311K
IWC
190
Integrated Wealth Concepts
Massachusetts
$308K
AWAP
191
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$305K
AWM
192
AE Wealth Management
Kansas
$303K
MA
193
MBA Advisors
Pennsylvania
$292K
EA
194
Eclectic Associates
California
$292K
CIBC World Market
195
CIBC World Market
Ontario, Canada
$260K
LGG
196
Luts & Greenleigh Group
Maryland
$260K
Pathstone Holdings
197
Pathstone Holdings
New Jersey
$247K
PWP
198
Private Wealth Partners
California
$230K
SWRP
199
Summit Wealth & Retirement Planning
California
$228K
AWM
200
Apollon Wealth Management
South Carolina
$222K