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JPMorgan Active Value ETF

260 hedge funds and large institutions have $5.61B invested in JPMorgan Active Value ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 121 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
FFA
176
Farther Finance Advisors
California
$469K
IWM
177
IHT Wealth Management
Illinois
$444K
SWP
178
Stratos Wealth Partners
Ohio
$443K
GWSA
179
Global Wealth Strategies & Associates
Colorado
$430K
EWA
180
Emergent Wealth Advisors
New York
$430K
SWM
181
SeaCrest Wealth Management
New York
$429K
AWM
182
Avaii Wealth Management
Wisconsin
$424K
IFG
183
Independent Financial Group
California
$423K
AWM
184
Atticus Wealth Management
Florida
$419K
SNBOSCI
185
Security National Bank of Sioux City Iowa
Iowa
$407K
GM
186
GeoWealth Management
Illinois
$406K
GAM
187
Gotham Asset Management
New York
$406K
OHWP
188
Oak Harbor Wealth Partners
North Carolina
$396K
TCWM
189
Total Clarity Wealth Management
Illinois
$386K
Qube Research & Technologies (QRT)
190
Qube Research & Technologies (QRT)
United Kingdom
$386K
Creative Planning
191
Creative Planning
Kansas
$367K
VWA
192
Visionary Wealth Advisors
Illinois
$365K
AQR Capital Management
193
AQR Capital Management
Connecticut
$349K
AFG
194
Albion Financial Group
Utah
$348K
PGF
195
Plan Group Financial
Oklahoma
$340K
FPB
196
First PREMIER Bank
South Dakota
$339K
WIM
197
Westside Investment Management
California
$333K
Truist Financial
198
Truist Financial
North Carolina
$330K
AWM
199
AE Wealth Management
Kansas
$327K
AWAP
200
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$318K