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JPMorgan Active Value ETF

219 hedge funds and large institutions have $4.05B invested in JPMorgan Active Value ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 109 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

3% less funds holding

Funds holding: 225219 (-6)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

33% less call options, than puts

Call options by funds: $276K | Put options by funds: $414K

Holders
219
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
$276K
Puts
$414K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
176
Albion Financial Group
Utah
$334K
FPB
177
First PREMIER Bank
South Dakota
$325K
WIM
178
Westside Investment Management
California
$320K
NL
179
NWAM LLC
Washington
$316K
OHWP
180
Oak Harbor Wealth Partners
North Carolina
$312K
AWM
181
Axxcess Wealth Management
California
$299K
CFS
182
CRA Financial Services
New Jersey
$281K
MA
183
MBA Advisors
Pennsylvania
$280K
PGF
184
Plan Group Financial
Oklahoma
$237K
CAWM
185
Capital Advisors Wealth Management
Washington
$235K
AWM
186
AE Wealth Management
Kansas
$227K
SWRP
187
Summit Wealth & Retirement Planning
California
$219K
SPIA
188
Steward Partners Investment Advisory
New York
$214K
AWM
189
Apollon Wealth Management
South Carolina
$214K
SVWG
190
Shared Vision Wealth Group
United States
$205K
LGG
191
Luts & Greenleigh Group
Maryland
$200K
WTC
192
WhitTier Trust Company
Nevada
$142K
TCM
193
Triumph Capital Management
Colorado
$131K
PA
194
Parallel Advisors
California
$127K
ACA
195
Aptus Capital Advisors
Alabama
$107K
PB
196
Pinnacle Bancorp
Nebraska
$99.2K
Qube Research & Technologies (QRT)
197
Qube Research & Technologies (QRT)
United Kingdom
$96.3K
PS
198
Principal Securities
Iowa
$64.6K
RFP
199
Root Financial Partners
California
$55.7K
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$50.8K