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JPMorgan Active Value ETF

219 hedge funds and large institutions have $4.05B invested in JPMorgan Active Value ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 109 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:

3% less funds holding

Funds holding: 225219 (-6)

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