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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
WA
201
Waverly Advisors
Alabama
$318K
SNBOSD
202
Security National Bank of So Dak
Iowa
$312K
Pathstone Holdings
203
Pathstone Holdings
New Jersey
$296K
EA
204
Eclectic Associates
California
$292K
LGG
205
Luts & Greenleigh Group
Maryland
$278K
Citadel Advisors
206
Citadel Advisors
Florida
$276K
RIA
207
Regal Investment Advisors
Michigan
$267K
MA
208
MBA Advisors
Pennsylvania
$267K
Renaissance Technologies
209
Renaissance Technologies
New York
$258K
SF
210
Summit Financial
New Jersey
$254K
EFS
211
Essex Financial Services
Connecticut
$247K
PWP
212
Private Wealth Partners
California
$230K
SG
213
StoneX Group
New York
$227K
AWMI
214
Aegis Wealth Management (Iowa)
Iowa
$224K
AWM
215
Apollon Wealth Management
South Carolina
$222K
BCI
216
Brinker Capital Investments
Pennsylvania
$218K
CAWM
217
Capital Advisors Wealth Management
Washington
$215K
KFS
218
Kelly Financial Services
Massachusetts
$214K
FTUS
219
Flow Traders U.S.
New York
$214K
SP
220
Sequent Planning
Nebraska
$211K
SWRP
221
Summit Wealth & Retirement Planning
California
$209K
EAM
222
Empirical Asset Management
Massachusetts
$202K
CWM
223
Cornerstone Wealth Management
Missouri
$201K
TCM
224
Triumph Capital Management
Colorado
$181K
WTC
225
WhitTier Trust Company
Nevada
$161K