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JPMorgan Active Value ETF

203 hedge funds and large institutions have $3.13B invested in JPMorgan Active Value ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 112 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+13
Holders Change %
+6.84%
% of All Funds
2.76%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
29
Increased
112
Reduced
40
Closed
9
Calls
$661K
Puts
$89K
Net Calls
+$572K
Net Calls Change
+$572K
Name Holding Trade Value Shares
Change
Shares
Change %
WTC
176
WhitTier Trust Company
Nevada
$109K
CSP
177
Cary Street Partners
Virginia
$102K
ACA
178
Aptus Capital Advisors
Alabama
$91.9K +$51.5K +810 +127%
TSMHT
179
Thurston Springer Miller Herd & Titak
Indiana
$81.3K +$81.3K +1,280 New
LFA
180
LGT Financial Advisors
Texas
$71.7K -$8.32K -131 -10%
NEWAS
181
N.E.W. Advisory Services
Wisconsin
$50.8K +$50.8K +800 New
NP
182
NorthRock Partners
Minnesota
$45.9K +$45.9K +722 New
CWM
183
Centricity Wealth Management
Ohio
$38.8K
PB
184
Pinnacle Bancorp
Nebraska
$37.4K +$6.67K +105 +22%
AssetMark Inc
185
AssetMark Inc
California
$35.8K -$26.2K -412 -42%
MHR
186
Matthew Hamilton Rosenberg
$28K -$8.58K -135 -23%
PS
187
Principal Securities
Iowa
$23.7K
SWM
188
Spire Wealth Management
Virginia
$22.8K +$9.03K +142 +66%
AG
189
AmeriFlex Group
Nevada
$20K +$64 +1 +0.3%
Citadel Advisors
190
Citadel Advisors
Florida
$17K -$2.05M -32,239 -99%
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$15.2K -$10.2K -161 -40%
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$15.1K
SIM
193
Synergy Investment Management
Florida
$11.9K
WP
194
WealthShield Partners
North Carolina
$10.1K
S
195
SignatureFD
Georgia
$8.9K
RF
196
Rossby Financial
Florida
$7.43K +$7.43K +122 New
FDW
197
Fourth Dimension Wealth
Ohio
$6.35K
CFP
198
Comprehensive Financial Planning
Pennsylvania
$6.01K
SIS
199
Sound Income Strategies
Florida
$4K
SS
200
SBI Securities
Japan
$2.61K +$127 +2 +5%