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JPMorgan Active Value ETF

221 hedge funds and large institutions have $4.06B invested in JPMorgan Active Value ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 111 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 226221 (-5)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

33% less call options, than puts

Call options by funds: $276K | Put options by funds: $414K

Holders
221
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
$276K
Puts
$414K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$50.8K
LFA
202
LGT Financial Advisors
Texas
$48.2K
SWM
203
Spire Wealth Management
Virginia
$27.3K
FGAM
204
Financial Gravity Asset Management
Texas
$23K
MHR
205
Matthew Hamilton Rosenberg
$21.4K
AF
206
Allworth Financial
California
$20.5K
TSMHT
207
Thurston Springer Miller Herd & Titak
Indiana
$19.1K
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$16.5K
CSP
209
Cary Street Partners
Virginia
$16.3K
NS
210
NBC Securities
Alabama
$14.9K
CA
211
CoreCap Advisors
Michigan
$11.2K
WP
212
WealthShield Partners
North Carolina
$11K
S
213
SignatureFD
Georgia
$9.65K
RF
214
Rossby Financial
Florida
$8.44K
CFP
215
Comprehensive Financial Planning
Pennsylvania
$6.57K
SIS
216
Sound Income Strategies
Florida
$4.33K
SS
217
SBI Securities
Japan
$3.72K
AssetMark Inc
218
AssetMark Inc
California
$2.69K
CA
219
Clearstead Advisors
Ohio
$2.45K
DJSG
220
D.J. St. Germain
Massachusetts
$2.14K
FAIM
221
Financial Advocates Investment Management
Washington
Citadel Advisors
222
Citadel Advisors
Florida
SPG
223
Strategic Planning Group
Utah
SWGC
224
Summit Wealth Group (Colorado)
Colorado
SNWA
225
Siligmueller & Norvid Wealth Advisors
Illinois