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
SWRP
201
Summit Wealth & Retirement Planning
California
$228K
AWM
202
Apollon Wealth Management
South Carolina
$222K
Qube Research & Technologies (QRT)
203
Qube Research & Technologies (QRT)
United Kingdom
$217K
CAWM
204
Capital Advisors Wealth Management
Washington
$214K
AQR Capital Management
205
AQR Capital Management
Connecticut
$210K
AWMI
206
Aegis Wealth Management (Iowa)
Iowa
$206K
KFS
207
Kelly Financial Services
Massachusetts
$204K
CWM
208
Cornerstone Wealth Management
Missouri
$201K
SVWG
209
Shared Vision Wealth Group
United States
$201K
EAM
210
Empirical Asset Management
Massachusetts
$200K
WTC
211
WhitTier Trust Company
Nevada
$165K
PA
212
Parallel Advisors
California
$132K
TCM
213
Triumph Capital Management
Colorado
$129K
ACA
214
Aptus Capital Advisors
Alabama
$109K
PB
215
Pinnacle Bancorp
Nebraska
$103K
RMP
216
Richards, Merrill & Peterson
Washington
$72.7K
RFP
217
Root Financial Partners
California
$57.4K
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$52.9K
LFA
219
LGT Financial Advisors
Texas
$49.3K
GWM
220
Greenline Wealth Management
Florida
$44.9K
GWSG
221
GPS Wealth Strategies Group
Colorado
$44.7K
FW
222
Fairway Wealth
Ohio
$36.5K
QCG
223
Quadrant Capital Group
Ohio
$32.5K
IAIM
224
International Assets Investment Management
Florida
$32K
SWM
225
Spire Wealth Management
Virginia
$30.8K