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JPMorgan Active Value ETF

263 hedge funds and large institutions have $5.62B invested in JPMorgan Active Value ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 122 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

65% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 74

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

15% more capital invested

Capital invested by funds: $4.9B → $5.62B (+$718M)

4.45% more ownership

Funds ownership: 92.73%97.18% (+4.5%)

4% more funds holding

Funds holding: 252263 (+11)

Holders
263
Holders Change
+11
Holders Change %
+4.37%
% of All Funds
3.24%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.28%
New
35
Increased
122
Reduced
74
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWAP
201
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$318K +$13.6K +183 +4%
WA
202
Waverly Advisors
Alabama
$318K +$329K +4,429 New
SNBOSD
203
Security National Bank of So Dak
Iowa
$312K +$322K +4,343 New
Pathstone Holdings
204
Pathstone Holdings
New Jersey
$296K +$50.3K +678 +20%
EA
205
Eclectic Associates
California
$292K
LGG
206
Luts & Greenleigh Group
Maryland
$278K +$18.5K +249 +7%
Citadel Advisors
207
Citadel Advisors
Florida
$276K -$488K -6,576 -63%
RIA
208
Regal Investment Advisors
Michigan
$267K +$276K +3,723 New
MA
209
MBA Advisors
Pennsylvania
$267K -$25.5K -344 -8%
Renaissance Technologies
210
Renaissance Technologies
New York
$258K -$542K -7,300 -67%
SF
211
Summit Financial
New Jersey
$254K +$263K +3,547 New
EFS
212
Essex Financial Services
Connecticut
$247K +$256K +3,445 New
PWP
213
Private Wealth Partners
California
$230K
SG
214
StoneX Group
New York
$227K -$547K -7,366 -70%
AWMI
215
Aegis Wealth Management (Iowa)
Iowa
$224K +$19.2K +259 +9%
AWM
216
Apollon Wealth Management
South Carolina
$222K
BCI
217
Brinker Capital Investments
Pennsylvania
$218K +$226K +3,044 New
CAWM
218
Capital Advisors Wealth Management
Washington
$215K +$519 +7 +0.2%
KFS
219
Kelly Financial Services
Massachusetts
$214K +$11K +148 +5%
FTUS
220
Flow Traders U.S.
New York
$214K +$222K +2,987 New
SP
221
Sequent Planning
Nebraska
$211K +$218K +2,935 New
SWRP
222
Summit Wealth & Retirement Planning
California
$209K -$20.1K -271 -9%
EAM
223
Empirical Asset Management
Massachusetts
$202K +$2.3K +31 +1%
CWM
224
Cornerstone Wealth Management
Missouri
$201K
TCM
225
Triumph Capital Management
Colorado
$181K +$53.5K +721 +40%