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JPMorgan Active Value ETF

252 hedge funds and large institutions have $4.9B invested in JPMorgan Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 10

84% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 63

20% more capital invested

Capital invested by funds: $4.07B → $4.9B (+$830M)

14% more funds holding

Funds holding: 222252 (+30)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

5.06% less ownership

Funds ownership: 97.79%92.73% (-5.1%)

Holders
252
Holders Change
+30
Holders Change %
+13.51%
% of All Funds
3.06%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
43
Increased
116
Reduced
63
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.46B +$311M +4,437,690 +28%
LPL Financial
2
LPL Financial
California
$449M +$37.3M +531,461 +9%
DWM
3
Dynasty Wealth Management
Florida
$343M +$71.2M +1,014,584 +27%
SWP
4
Sagespring Wealth Partners
Tennessee
$259M +$24.9M +355,013 +9%
Ameriprise
5
Ameriprise
Minnesota
$189M +$7.35M +104,797 +4%
Morgan Stanley
6
Morgan Stanley
New York
$129M +$11.3M +161,648 +10%
OCA
7
OpenArc Corporate Advisory
Georgia
$117M +$114M +1,624,457 New
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$114M +$2.15M +30,629 +2%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$99.3M +$7.16M +102,026 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$87.7M -$55.2K -787 -0.1%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$74.3M +$467K +6,654 +0.6%
AWM
12
Avior Wealth Management
Nebraska
$73.2M -$3.28M -46,785 -4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$72.6M +$390K +5,560 +0.6%
SC
14
Steph & Co
Wisconsin
$59M +$4.94M +70,458 +9%
Bank of America
15
Bank of America
North Carolina
$58.6M -$1.21M -17,229 -2%
OFS
16
Orrstown Financial Services
Pennsylvania
$58.4M +$2.44M +34,832 +4%
GVAG
17
Great Valley Advisor Group
Delaware
$55.4M +$3.12M +44,466 +6%
UBS Group
18
UBS Group
Switzerland
$54.2M +$159K +2,260 +0.3%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$50.8M +$8.35M +119,096 +20%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$46.9M +$4.59M +65,493 +11%
VAS
21
Vestmark Advisory Solutions
Massachusetts
$44.8M +$3.98M +56,663 +10%
KAS
22
Kestra Advisory Services
Texas
$42.7M +$2.19M +31,200 +6%
AP
23
Americana Partners
Texas
$39.1M -$94.6K -1,349 -0.2%
Raymond James Financial
24
Raymond James Financial
Florida
$34.4M -$1.06M -15,111 -3%
IA
25
Intellus Advisors
Florida
$34.2M +$518K +7,389 +2%