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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.

Holders
225
Holders Change
+22
Holders Change %
+10.84%
% of All Funds
3.02%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
32
Increased
111
Reduced
64
Closed
9
Calls
$341K
Puts
$301K
Net Calls
+$40K
Net Calls Change
-$532K
Name Holding Trade Value Shares
Change
Shares
Change %
HIA
176
Harbor Investment Advisory
Maryland
$381K +$39.6K +605 +12%
VWA
177
Visionary Wealth Advisors
Illinois
$375K -$211K -3,225 -36%
Comerica Bank
178
Comerica Bank
Texas
$372K -$25.7K -392 -6%
BAWC
179
Boyce & Associates Wealth Consulting
Texas
$336K +$336K +5,122 New
OHWP
180
Oak Harbor Wealth Partners
North Carolina
$334K +$72.8K +1,111 +28%
FTUS
181
Flow Traders U.S.
New York
$324K +$324K +4,950 New
AFG
182
Albion Financial Group
Utah
$318K
FPB
183
First PREMIER Bank
South Dakota
$309K +$309K +4,718 New
PFS
184
Prospera Financial Services
Texas
$307K +$73.6K +1,122 +32%
WIM
185
Westside Investment Management
California
$307K
NL
186
NWAM LLC
Washington
$301K -$54.8K -828 -15%
MA
187
MBA Advisors
Pennsylvania
$299K -$5.96K -91 -2%
AWM
188
Axxcess Wealth Management
California
$284K +$284K +4,332 New
Creative Planning
189
Creative Planning
Kansas
$269K +$269K +4,113 New
CFS
190
CRA Financial Services
New Jersey
$266K +$47.5K +725 +22%
Renaissance Technologies
191
Renaissance Technologies
New York
$249K +$249K +3,800 New
GWM
192
Geneos Wealth Management
Colorado
$233K -$226K -3,443 -49%
CAWM
193
Capital Advisors Wealth Management
Washington
$222K -$2.49K -38 -1%
SWRP
194
Summit Wealth & Retirement Planning
California
$208K
AWM
195
Apollon Wealth Management
South Carolina
$203K +$203K +3,100 New
AWM
196
AE Wealth Management
Kansas
$184K
SPIA
197
Steward Partners Investment Advisory
New York
$177K -$5.04K -77 -3%
US Bancorp
198
US Bancorp
Minnesota
$151K +$151K +2,311 New
AWM
199
Atticus Wealth Management
Florida
$145K +$145K +2,207 New
WTC
200
WhitTier Trust Company
Nevada
$137K +$24.7K +377 +22%