JAVA icon

JPMorgan Active Value ETF

247 hedge funds and large institutions have $4.89B invested in JPMorgan Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 116 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Procyon Advisors
Connecticut
$423K
SPIA
177
Steward Partners Investment Advisory
New York
$418K
WP
178
WealthPLAN Partners
Nebraska
$416K
AWM
179
Avaii Wealth Management
Wisconsin
$405K
GWP
180
Gateway Wealth Partners
Wisconsin
$400K
GM
181
GeoWealth Management
Illinois
$399K
Comerica Bank
182
Comerica Bank
Texas
$381K
Creative Planning
183
Creative Planning
Kansas
$381K
VWA
184
Visionary Wealth Advisors
Illinois
$365K
AFG
185
Albion Financial Group
Utah
$348K
OHWP
186
Oak Harbor Wealth Partners
North Carolina
$345K
PGF
187
Plan Group Financial
Oklahoma
$341K
FPB
188
First PREMIER Bank
South Dakota
$338K
WIM
189
Westside Investment Management
California
$336K
Truist Financial
190
Truist Financial
North Carolina
$322K
AWM
191
Axxcess Wealth Management
California
$311K
IWC
192
Integrated Wealth Concepts
Massachusetts
$308K
AWAP
193
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$305K
AWM
194
AE Wealth Management
Kansas
$303K
MA
195
MBA Advisors
Pennsylvania
$292K
EA
196
Eclectic Associates
California
$292K
CIBC World Market
197
CIBC World Market
Ontario, Canada
$260K
LGG
198
Luts & Greenleigh Group
Maryland
$260K
Pathstone Holdings
199
Pathstone Holdings
New Jersey
$247K
PWP
200
Private Wealth Partners
California
$230K