We are live on ! Find out more
JAVA icon

JPMorgan Active Value ETF

263 hedge funds and large institutions have $5.62B invested in JPMorgan Active Value ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 122 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

65% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 74

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

15% more capital invested

Capital invested by funds: $4.9B → $5.62B (+$718M)

4.45% more ownership

Funds ownership: 92.73%97.18% (+4.5%)

4% more funds holding

Funds holding: 252263 (+11)

Holders
263
Holders Change
+11
Holders Change %
+4.37%
% of All Funds
3.24%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.28%
New
35
Increased
122
Reduced
74
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
176
Thoroughbred Financial Services
Tennessee
$469K +$47.6K +642 +11%
FFA
177
Farther Finance Advisors
California
$469K -$32.4K -436 -6%
IWM
178
IHT Wealth Management
Illinois
$444K +$459K +6,187 New
SWP
179
Stratos Wealth Partners
Ohio
$443K -$8.76K -118 -2%
GWSA
180
Global Wealth Strategies & Associates
Colorado
$430K -$110K -1,485 -20%
EWA
181
Emergent Wealth Advisors
New York
$430K +$445K +5,990 New
SWM
182
SeaCrest Wealth Management
New York
$429K +$74 +1 +0%
AWM
183
Avaii Wealth Management
Wisconsin
$424K +$19.9K +268 +5%
IFG
184
Independent Financial Group
California
$423K +$14.8K +200 +4%
AWM
185
Atticus Wealth Management
Florida
$419K -$21.3K -287 -5%
SNBOSCI
186
Security National Bank of Sioux City Iowa
Iowa
$407K +$421K +5,671 New
GM
187
GeoWealth Management
Illinois
$406K +$7.42K +100 +2%
GAM
188
Gotham Asset Management
New York
$406K +$420K +5,659 New
OHWP
189
Oak Harbor Wealth Partners
North Carolina
$396K +$52.5K +707 +15%
TCWM
190
Total Clarity Wealth Management
Illinois
$386K -$124K -1,666 -24%
Qube Research & Technologies (QRT)
191
Qube Research & Technologies (QRT)
United Kingdom
$386K +$175K +2,352 +78%
Creative Planning
192
Creative Planning
Kansas
$367K -$14.2K -192 -4%
VWA
193
Visionary Wealth Advisors
Illinois
$365K
AQR Capital Management
194
AQR Capital Management
Connecticut
$349K +$144K +1,938 +66%
AFG
195
Albion Financial Group
Utah
$348K
PGF
196
Plan Group Financial
Oklahoma
$340K -$1.26K -17 -0.4%
FPB
197
First PREMIER Bank
South Dakota
$339K
WIM
198
Westside Investment Management
California
$333K
Truist Financial
199
Truist Financial
North Carolina
$330K +$8.53K +115 +3%
AWM
200
AE Wealth Management
Kansas
$327K +$24.4K +329 +8%