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JPMorgan Active Value ETF

244 hedge funds and large institutions have $4.89B invested in JPMorgan Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 116 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
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
Qube Research & Technologies (QRT)
201
Qube Research & Technologies (QRT)
United Kingdom
$217K
CAWM
202
Capital Advisors Wealth Management
Washington
$214K
AQR Capital Management
203
AQR Capital Management
Connecticut
$210K
AWMI
204
Aegis Wealth Management (Iowa)
Iowa
$206K
KFS
205
Kelly Financial Services
Massachusetts
$204K
CWM
206
Cornerstone Wealth Management
Missouri
$201K
SVWG
207
Shared Vision Wealth Group
United States
$201K
EAM
208
Empirical Asset Management
Massachusetts
$200K
WTC
209
WhitTier Trust Company
Nevada
$165K
PA
210
Parallel Advisors
California
$132K
TCM
211
Triumph Capital Management
Colorado
$129K
ACA
212
Aptus Capital Advisors
Alabama
$109K
PB
213
Pinnacle Bancorp
Nebraska
$103K
RMP
214
Richards, Merrill & Peterson
Washington
$72.7K
RFP
215
Root Financial Partners
California
$57.4K
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$52.9K
LFA
217
LGT Financial Advisors
Texas
$49.3K
GWM
218
Greenline Wealth Management
Florida
$44.9K
GWSG
219
GPS Wealth Strategies Group
Colorado
$44.7K
FW
220
Fairway Wealth
Ohio
$36.5K
QCG
221
Quadrant Capital Group
Ohio
$32.5K
IAIM
222
International Assets Investment Management
Florida
$32K
SWM
223
Spire Wealth Management
Virginia
$30.8K
FGAM
224
Financial Gravity Asset Management
Texas
$24K
MHR
225
Matthew Hamilton Rosenberg
$22.3K