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JPMorgan Active Value ETF

222 hedge funds and large institutions have $4.07B 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, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 66

14% more capital invested

Capital invested by funds: $3.56B → $4.07B (+$508M)

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1.12% more ownership

Funds ownership: 96.67%97.79% (+1.1%)

2% less funds holding

Funds holding: 227222 (-5)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

33% less call options, than puts

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

Holders
222
Holders Change
-5
Holders Change %
-2.2%
% of All Funds
2.91%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.26%
New
18
Increased
111
Reduced
66
Closed
16
Calls
$276K
Puts
$414K
Net Calls
-$138K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.1B +$141M +2,098,043 +15%
LPL Financial
2
LPL Financial
California
$395M +$50.9M +758,996 +15%
DWM
3
Dynasty Wealth Management
Florida
$259M +$52.2M +778,258 +26%
SWP
4
Sagespring Wealth Partners
Tennessee
$224M +$52M +775,005 +25%
Ameriprise
5
Ameriprise
Minnesota
$175M +$5.5M +81,880 +3%
Morgan Stanley
6
Morgan Stanley
New York
$113M +$5.12M +76,278 +5%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$108M +$5.48M +81,722 +6%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$88.5M +$6.09M +90,810 +8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$84.4M +$1.36M +20,278 +2%
AWM
10
Avior Wealth Management
Nebraska
$73.6M +$385K +5,738 +0.5%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$71M -$108K -1,606 -0.2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$69.4M -$1.24M -18,493 -2%
Bank of America
13
Bank of America
North Carolina
$57.5M +$11.3M +167,776 +25%
OFS
14
Orrstown Financial Services
Pennsylvania
$53.8M +$9.45M +140,729 +22%
UBS Group
15
UBS Group
Switzerland
$52M +$597K +8,897 +1%
SC
16
Steph & Co
Wisconsin
$51.8M +$1.28M +19,133 +3%
GVAG
17
Great Valley Advisor Group
Delaware
$50.2M +$2.55M +37,930 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$40.5M +$1.05M +15,651 +3%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$40.4M +$6.73M +100,327 +21%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$39.2M -$39.4M -586,550 -51%
KAS
21
Kestra Advisory Services
Texas
$38.9M +$1.44M +21,480 +4%
AP
22
Americana Partners
Texas
$37.7M +$585K +8,718 +2%
Raymond James Financial
23
Raymond James Financial
Florida
$34.1M -$18.4M -274,187 -36%
Osaic Holdings
24
Osaic Holdings
Arizona
$33.6M +$1.35M +20,117 +4%
IA
25
Intellus Advisors
Florida
$32.4M +$555K +8,267 +2%