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JPMorgan Active Value ETF

250 hedge funds and large institutions have $4.9B invested in JPMorgan Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 116 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
IA
176
Integrity Alliance
Iowa
$424K
TFS
177
Thoroughbred Financial Services
Tennessee
$423K
PA
178
Procyon Advisors
Connecticut
$423K
SPIA
179
Steward Partners Investment Advisory
New York
$418K
WP
180
WealthPLAN Partners
Nebraska
$416K
IFG
181
Independent Financial Group
California
$408K
AWM
182
Avaii Wealth Management
Wisconsin
$405K
GWP
183
Gateway Wealth Partners
Wisconsin
$400K
GM
184
GeoWealth Management
Illinois
$399K
Comerica Bank
185
Comerica Bank
Texas
$381K
Creative Planning
186
Creative Planning
Kansas
$381K
VWA
187
Visionary Wealth Advisors
Illinois
$365K
AFG
188
Albion Financial Group
Utah
$348K
OHWP
189
Oak Harbor Wealth Partners
North Carolina
$345K
PGF
190
Plan Group Financial
Oklahoma
$341K
FPB
191
First PREMIER Bank
South Dakota
$338K
WIM
192
Westside Investment Management
California
$336K
Truist Financial
193
Truist Financial
North Carolina
$322K
AWM
194
Axxcess Wealth Management
California
$311K
IWC
195
Integrated Wealth Concepts
Massachusetts
$308K
AWAP
196
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$305K
AWM
197
AE Wealth Management
Kansas
$303K
MA
198
MBA Advisors
Pennsylvania
$292K
EA
199
Eclectic Associates
California
$292K
CIBC World Market
200
CIBC World Market
Ontario, Canada
$260K