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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
JP Morgan Chase
1
JP Morgan Chase
New York
$1.53B +$87.4M +1,178,232 +6%
DWM
2
Dynasty Wealth Management
Florida
$588M +$254M +3,421,308 +72%
LPL Financial
3
LPL Financial
California
$480M +$31.5M +424,676 +7%
SWP
4
Sagespring Wealth Partners
Tennessee
$342M +$42M +565,593 +13%
Ameriprise
5
Ameriprise
Minnesota
$197M +$7.82M +105,400 +4%
OCA
6
OpenArc Corporate Advisory
Georgia
$168M +$52.9M +713,134 +44%
Morgan Stanley
7
Morgan Stanley
New York
$134M +$5.68M +76,497 +4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$128M +$29.9M +403,101 +29%
Bank of America
9
Bank of America
North Carolina
$127M +$70.9M +955,074 +117%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$86.1M +$40.6M +546,593 +84%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$86.1M -$1.68M -22,646 -2%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$78.8M +$35.1M +473,034 +76%
AWM
13
Avior Wealth Management
Nebraska
$70.2M -$3.15M -42,503 -4%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$69.9M -$4.6M -61,935 -6%
SC
15
Steph & Co
Wisconsin
$65.6M +$6.83M +92,072 +11%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$62.2M +$13.1M +175,995 +25%
OFS
17
Orrstown Financial Services
Pennsylvania
$60.9M +$2.52M +33,957 +4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$60.1M -$13M -175,331 -17%
GVAG
19
Great Valley Advisor Group
Delaware
$56.7M +$1.39M +18,745 +2%
KAS
20
Kestra Advisory Services
Texas
$44.2M +$1.55M +20,932 +4%
CI Investments Inc
21
CI Investments Inc
Ontario, Canada
$39.3M +$8.88M +119,600 +28%
Raymond James Financial
22
Raymond James Financial
Florida
$39M +$4.77M +64,282 +13%
FWA
23
FSM Wealth Advisors
Ohio
$37.7M +$3.97M +53,529 +11%
MYIA
24
Mount Yale Investment Advisors
Colorado
$35.6M +$36.8M +495,706 New
IA
25
Intellus Advisors
Florida
$34.6M +$370K +4,989 +1%